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 | $89,908 | $105,859-15.1% | $90,160-0.3% | $147,584-39.1% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 12.68% | 37.63%-24.9pp | 34.88%-22.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,303 | $4,126-68.4% | $3,318-60.7% | $4,876-73.3% |
| Participant deferral / active EE | $10,139 | $5,733+76.8% | $5,288+91.7% | $5,439+86.4% |
| Admin fee / account holder | $52,027 | $8,046+546.6% | $5,943+775.4% | $10,885+378.0% |