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 | $75,490 | $228,332-66.9% | $185,823-59.4% | $158,922-52.5% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 12.77% | 40.80%-28.0pp | 35.95%-23.2pp | 302.83%-290.1pp |
| Employer contribution / active EE | $844 | $4,967-83.0% | $4,087-79.3% | $4,761-82.3% |
| Participant deferral / active EE | $1,613 | $6,415-74.9% | $5,632-71.4% | $5,982-73.0% |
| Admin fee / account holder | $10,655 | $11,864-10.2% | $9,500+12.2% | $11,246-5.3% |