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 | $101,818 | $63,346+60.7% | $92,233+10.4% | $70,131+45.2% |
| Participation rate | 63.9% | 68.7%-4.8pp | 76.5%-12.6pp | 69.5%-5.7pp |
| Annual return | 20.25% | 530.12%-509.9pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $734 | $2,471-70.3% | $3,679-80.0% | $2,342-68.7% |
| Participant deferral / active EE | $5,856 | $2,854+105.2% | $3,897+50.3% | $3,332+75.8% |
| Admin fee / account holder | $1,022 | $3,840-73.4% | $5,194-80.3% | $4,645-78.0% |