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 | $99,431 | $81,632+21.8% | $70,449+41.1% | $158,922-37.4% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.1%-37.6pp | 82.0%-44.5pp |
| Annual return | 13.04% | 208.40%-195.4pp | 109.03%-96.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $777 | $3,217-75.9% | $2,737-71.6% | $4,761-83.7% |
| Participant deferral / active EE | $2,217 | $4,554-51.3% | $3,709-40.2% | $5,982-62.9% |
| Admin fee / account holder | $2,026 | $6,193-67.3% | $3,845-47.3% | $11,246-82.0% |