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 | $90,180 | $78,705+14.6% | $117,854-23.5% | $70,131+28.6% |
| Participation rate | 60.4% | 73.2%-12.8pp | 79.7%-19.2pp | 69.5%-9.1pp |
| Annual return | 18.03% | 23.30%-5.3pp | 335.08%-317.0pp | 73.14%-55.1pp |
| Employer contribution / active EE | $926 | $2,223-58.4% | $3,786-75.6% | $2,342-60.5% |
| Participant deferral / active EE | $2,150 | $3,297-34.8% | $4,482-52.0% | $3,332-35.5% |
| Admin fee / account holder | $5,520 | $5,065+9.0% | $8,020-31.2% | $4,645+18.8% |