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 | $149,869 | $84,233+77.9% | $170,442-12.1% | $70,131+113.7% |
| Participation rate | 51.2% | 70.8%-19.7pp | 83.6%-32.4pp | 69.5%-18.4pp |
| Annual return | 15.94% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $778 | $3,387-77.0% | $5,433-85.7% | $2,342-66.8% |
| Participant deferral / active EE | $2,560 | $3,086-17.0% | $4,939-48.2% | $3,332-23.2% |
| Admin fee / account holder | $4,242 | $5,698-25.6% | $13,880-69.4% | $4,645-8.7% |