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 | $57,549 | $73,638-21.8% | $95,952-40.0% | $73,488-21.7% |
| Participation rate | 61.0% | 76.2%-15.2pp | 77.1%-16.1pp | 70.7%-9.7pp |
| Annual return | 23.44% | 16.78%+6.7pp | 91.61%-68.2pp | 28.51%-5.1pp |
| Employer contribution / active EE | $1,919 | $1,863+3.0% | $2,541-24.5% | $2,270-15.5% |
| Participant deferral / active EE | $3,562 | $3,617-1.5% | $4,167-14.5% | $3,740-4.7% |
| Admin fee / account holder | $2,211 | $482+358.7% | $6,795-67.5% | $513+331.0% |