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 | $80,388 | $54,762+46.8% | $90,281-11.0% | $72,985+10.1% |
| Participation rate | 21.9% | 65.1%-43.3pp | 73.3%-51.4pp | 69.5%-47.6pp |
| Annual return | 21.60% | 30.63%-9.0pp | 78.10%-56.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $250 | $2,092-88.0% | $2,854-91.2% | $2,440-89.7% |
| Participant deferral / active EE | $1,032 | $2,887-64.3% | $3,885-73.4% | $3,607-71.4% |
| Admin fee / account holder | $1,936 | $3,972-51.3% | $5,351-63.8% | $5,124-62.2% |