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 | $92,268 | $92,2220% | $76,768+20.2% | $135,375-31.8% |
| Participation rate | 25.0% | 79.8%-54.8pp | 77.0%-52.0pp | 82.6%-57.6pp |
| Annual return | 2.33% | 5.46%-3.1pp | 2.43%-0.1pp | 519.73%-517.4pp |
| Employer contribution / active EE | $976 | $3,216-69.7% | $2,485-60.7% | $4,779-79.6% |
| Participant deferral / active EE | $2,057 | $4,509-54.4% | $3,852-46.6% | $5,609-63.3% |
| Admin fee / account holder | $45,173 | $10,748+320.3% | $6,675+576.8% | $10,827+317.2% |