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 | $64,334 | $93,571-31.2% | $135,903-52.7% | $75,163-14.4% |
| Participation rate | 37.2% | 75.2%-38.0pp | 81.9%-44.7pp | 67.2%-30.0pp |
| Annual return | 16.44% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,579 | $3,537-55.4% | $4,856-67.5% | $2,670-40.9% |
| Participant deferral / active EE | $6,191 | $6,404-3.3% | $7,758-20.2% | $4,125+50.1% |
| Admin fee / account holder | $22,238 | $6,975+218.8% | $10,762+106.6% | $5,651+293.5% |