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 | $66,173 | $89,355-25.9% | $141,162-53.1% | $72,985-9.3% |
| Participation rate | 58.0% | 75.1%-17.1pp | 82.5%-24.5pp | 69.5%-11.5pp |
| Annual return | 22.67% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,593 | $3,114-48.8% | $4,735-66.4% | $2,440-34.7% |
| Participant deferral / active EE | $3,174 | $5,418-41.4% | $6,709-52.7% | $3,607-12.0% |
| Admin fee / account holder | $9,470 | $5,958+58.9% | $10,261-7.7% | $5,124+84.8% |