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 | $76,433 | $64,324+18.8% | $118,925-35.7% | $79,858-4.3% |
| Participation rate | 41.9% | 64.9%-23.0pp | 75.4%-33.5pp | 69.6%-27.8pp |
| Annual return | 12.39% | 86.45%-74.1pp | 35.88%-23.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $943 | $1,836-48.6% | $3,263-71.1% | $2,471-61.8% |
| Participant deferral / active EE | $3,159 | $2,824+11.9% | $4,265-25.9% | $3,740-15.5% |
| Admin fee / account holder | $1,254 | $4,040-69.0% | $6,581-80.9% | $5,306-76.4% |