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 | $58,944 | $86,944-32.2% | $107,525-45.2% | $74,304-20.7% |
| Participation rate | 53.8% | 59.6%-5.8pp | 75.1%-21.3pp | 60.3%-6.6pp |
| Annual return | 14.66% | 23.52%-8.9pp | 181.32%-166.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,445 | $2,757+25.0% | $3,754-8.2% | $2,241+53.7% |
| Participant deferral / active EE | $2,592 | $3,554-27.1% | $5,116-49.3% | $3,767-31.2% |
| Admin fee / account holder | $6,858 | $3,727+84.0% | $8,919-23.1% | $2,969+131.0% |