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 | $64,394 | $48,046+34.0% | $84,611-23.9% | $72,985-11.8% |
| Participation rate | 34.0% | 57.6%-23.5pp | 68.2%-34.2pp | 69.5%-35.4pp |
| Annual return | 20.23% | 37.38%-17.2pp | 258.74%-238.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,085 | $1,602-32.3% | $2,652-59.1% | $2,440-55.6% |
| Participant deferral / active EE | $2,084 | $2,680-22.3% | $3,899-46.5% | $3,607-42.2% |
| Admin fee / account holder | $8,979 | $3,395+164.5% | $4,912+82.8% | $5,124+75.2% |