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 | $126,488 | $89,753+40.9% | $107,525+17.6% | $84,808+49.1% |
| Participation rate | 48.7% | 68.1%-19.3pp | 75.1%-26.4pp | 68.3%-19.6pp |
| Annual return | 17.54% | 29.48%-11.9pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,336 | $3,113-57.1% | $3,754-64.4% | $2,631-49.2% |
| Participant deferral / active EE | $2,436 | $4,056-39.9% | $5,116-52.4% | $4,212-42.1% |
| Admin fee / account holder | $771 | $7,222-89.3% | $8,919-91.4% | $7,344-89.5% |