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 | $59,453 | $149,679-60.3% | $117,039-49.2% | $147,584-59.7% |
| Participation rate | 30.8% | 83.5%-52.7pp | 77.2%-46.4pp | 82.8%-52.1pp |
| Annual return | 13.82% | 19.31%-5.5pp | 18.95%-5.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,002 | $4,937-79.7% | $3,785-73.5% | $4,876-79.5% |
| Participant deferral / active EE | $7,385 | $4,912+50.3% | $3,929+87.9% | $5,439+35.8% |
| Admin fee / account holder | $436 | $7,856-94.5% | $5,974-92.7% | $10,885-96.0% |