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 | $76,075 | $49,227+54.5% | $70,449+8.0% | $79,858-4.7% |
| Participation rate | 30.6% | 69.2%-38.5pp | 75.1%-44.4pp | 69.6%-39.0pp |
| Annual return | 15.18% | 30.06%-14.9pp | 109.03%-93.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $768 | $2,099-63.4% | $2,737-71.9% | $2,471-68.9% |
| Participant deferral / active EE | $2,201 | $2,768-20.5% | $3,709-40.6% | $3,740-41.1% |
| Admin fee / account holder | $1,955 | $2,878-32.1% | $3,845-49.2% | $5,306-63.2% |