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 | $55,555 | $31,310+77.4% | $53,898+3.1% | $74,304-25.2% |
| Participation rate | 40.5% | 30.7%+9.8pp | 55.0%-14.5pp | 60.3%-19.9pp |
| Annual return | 17.14% | 23.16%-6.0pp | 528.60%-511.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,840 | $450+309.0% | $932+97.4% | $2,241-17.9% |
| Participant deferral / active EE | $3,254 | $934+248.3% | $1,826+78.2% | $3,767-13.6% |
| Admin fee / account holder | $2,296 | $2,175+5.6% | $2,491-7.8% | $2,969-22.6% |