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 | $68,337 | $152,587-55.2% | $125,175-45.4% | $152,861-55.3% |
| Participation rate | 35.3% | 83.3%-48.0pp | 79.8%-44.5pp | 82.4%-47.2pp |
| Annual return | 26.31% | 54.84%-28.5pp | 43.79%-17.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $978 | $4,946-80.2% | $3,865-74.7% | $4,762-79.5% |
| Participant deferral / active EE | $3,039 | $5,868-48.2% | $4,937-38.4% | $5,850-48.0% |
| Admin fee / account holder | $1,244 | $13,434-90.7% | $9,702-87.2% | $11,596-89.3% |