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 | $97,234 | $45,035+115.9% | $62,995+54.4% | $70,131+38.6% |
| Participation rate | 48.4% | 69.5%-21.1pp | 74.8%-26.4pp | 69.5%-21.2pp |
| Annual return | 17.95% | 18.76%-0.8pp | 87.57%-69.6pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,980 | $2,465+102.1% | $3,329+49.6% | $3,332+49.5% |
| Admin fee / account holder | $399 | $2,834-85.9% | $3,600-88.9% | $4,645-91.4% |