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 | $80,132 | $64,324+24.6% | $118,925-32.6% | $79,858+0.3% |
| Participation rate | 36.6% | 64.9%-28.2pp | 75.4%-38.8pp | 69.6%-33.0pp |
| Annual return | 18.87% | 86.45%-67.6pp | 35.88%-17.0pp | 31.71%-12.8pp |
| Employer contribution / active EE | $701 | $1,836-61.8% | $3,263-78.5% | $2,471-71.6% |
| Participant deferral / active EE | $2,691 | $2,824-4.7% | $4,265-36.9% | $3,740-28.0% |
| Admin fee / account holder | $6,082 | $4,040+50.5% | $6,581-7.6% | $5,306+14.6% |