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 | $49,551 | $49,922-0.7% | $80,569-38.5% | $75,163-34.1% |
| Participation rate | 20.0% | 55.3%-35.3pp | 67.0%-47.0pp | 67.2%-47.2pp |
| Annual return | 17.64% | 34.69%-17.1pp | 935.43%-917.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,197 | $1,698-29.5% | $2,723-56.1% | $2,670-55.2% |
| Participant deferral / active EE | $2,569 | $2,990-14.1% | $4,447-42.2% | $4,125-37.7% |
| Admin fee / account holder | $13,775 | $3,577+285.1% | $5,377+156.2% | $5,651+143.8% |