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 | $108,854 | $105,126+3.5% | $94,646+15.0% | $139,434-21.9% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 15.16% | 38.03%-22.9pp | 156.71%-141.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $516 | $4,106-87.4% | $3,672-85.9% | $4,751-89.1% |
| Participant deferral / active EE | $4,985 | $7,599-34.4% | $7,418-32.8% | $6,710-25.7% |
| Admin fee / account holder | $17,157 | $8,984+91.0% | $7,231+137.3% | $11,403+50.5% |