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 | $106,460 | $104,974+1.4% | $95,585+11.4% | $142,382-25.2% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 16.98% | 210.33%-193.3pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $741 | $2,779-73.3% | $2,527-70.7% | $4,299-82.8% |
| Participant deferral / active EE | $2,852 | $4,352-34.5% | $4,023-29.1% | $6,507-56.2% |
| Admin fee / account holder | $3,990 | $6,386-37.5% | $6,127-34.9% | $12,624-68.4% |