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 | $69,935 | $65,041+7.5% | $90,951-23.1% | $79,858-12.4% |
| Participation rate | 51.2% | 61.6%-10.4pp | 69.0%-17.8pp | 69.6%-18.5pp |
| Annual return | 14.87% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $982 | $1,247-21.3% | $2,122-53.7% | $2,471-60.3% |
| Participant deferral / active EE | $1,174 | $2,512-53.3% | $3,373-65.2% | $3,740-68.6% |
| Admin fee / account holder | $1,817 | $4,536-59.9% | $5,959-69.5% | $5,306-65.8% |