See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,970 | $89,753+11.4% | $107,525-7.0% | $84,808+17.9% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 15.29% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,154 | $3,113-30.8% | $3,754-42.6% | $2,631-18.1% |
| Participant deferral / active EE | $4,347 | $4,056+7.2% | $5,116-15.0% | $4,212+3.2% |
| Admin fee / account holder | $845 | $7,222-88.3% | $8,919-90.5% | $7,344-88.5% |