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 | $114,886 | $71,050+61.7% | $93,606+22.7% | $80,856+42.1% |
| Participation rate | 63.6% | 60.4%+3.2pp | 68.7%-5.1pp | 67.6%-4.0pp |
| Annual return | 12.03% | 11.26%+0.8pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $590 | $1,564-62.3% | $2,420-75.6% | $2,755-78.6% |
| Participant deferral / active EE | $1,629 | $4,034-59.6% | $4,411-63.1% | $4,296-62.1% |
| Admin fee / account holder | $3,119 | $6,945-55.1% | $8,285-62.4% | $6,918-54.9% |