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 | $77,738 | $72,277+7.6% | $101,248-23.2% | $79,858-2.7% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 12.75% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $975 | $2,692-63.8% | $3,660-73.3% | $2,471-60.5% |
| Participant deferral / active EE | $4,230 | $3,282+28.9% | $4,370-3.2% | $3,740+13.1% |
| Admin fee / account holder | $1,128 | $4,400-74.4% | $5,945-81.0% | $5,306-78.7% |