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 6-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 | $104,607 | $57,541+81.8% | $95,745+9.3% | $75,163+39.2% |
| Participation rate | 32.4% | 62.5%-30.1pp | 72.3%-39.9pp | 67.2%-34.8pp |
| Annual return | 15.46% | 34.93%-19.5pp | 28.35%-12.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $552 | $1,808-69.5% | $2,835-80.5% | $2,670-79.3% |
| Participant deferral / active EE | $1,868 | $3,074-39.2% | $4,245-56.0% | $4,125-54.7% |
| Admin fee / account holder | $1,196 | $4,099-70.8% | $5,678-78.9% | $5,651-78.8% |