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 | $89,882 | $46,553+93.1% | $64,056+40.3% | $75,163+19.6% |
| Participation rate | 55.2% | 65.9%-10.8pp | 72.3%-17.1pp | 67.2%-12.0pp |
| Annual return | 35.83% | 26.03%+9.8pp | 33.69%+2.1pp | 160.62%-124.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,965 | $2,837+4.5% | $3,880-23.6% | $4,125-28.1% |
| Admin fee / account holder | $6,112 | $2,952+107.1% | $3,068+99.2% | $5,651+8.2% |