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 | $54,157 | $63,346-14.5% | $92,233-41.3% | $70,131-22.8% |
| Participation rate | 52.8% | 68.7%-15.8pp | 76.5%-23.7pp | 69.5%-16.7pp |
| Annual return | 20.64% | 530.12%-509.5pp | 176.28%-155.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,607 | $2,471-35.0% | $3,679-56.3% | $2,342-31.4% |
| Participant deferral / active EE | $2,746 | $2,854-3.8% | $3,897-29.5% | $3,332-17.6% |
| Admin fee / account holder | $2,110 | $3,840-45.1% | $5,194-59.4% | $4,645-54.6% |