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 | $90,368 | $86,944+3.9% | $107,525-16.0% | $74,304+21.6% |
| Participation rate | 20.2% | 59.6%-39.4pp | 75.1%-54.9pp | 60.3%-40.2pp |
| Annual return | 15.52% | 23.52%-8.0pp | 181.32%-165.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $821 | $2,757-70.2% | $3,754-78.1% | $2,241-63.4% |
| Participant deferral / active EE | $1,729 | $3,554-51.3% | $5,116-66.2% | $3,767-54.1% |
| Admin fee / account holder | $3,477 | $3,727-6.7% | $8,919-61.0% | $2,969+17.1% |