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 | $53,969 | $53,053+1.7% | $126,539-57.3% | $74,304-27.4% |
| Participation rate | 31.8% | 48.0%-16.3pp | 69.8%-38.0pp | 60.3%-28.6pp |
| Annual return | 16.42% | 29.46%-13.0pp | 425.95%-409.5pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,137 | $1,168-2.6% | $3,674-69.1% | $2,241-49.3% |
| Participant deferral / active EE | $1,825 | $2,303-20.7% | $4,083-55.3% | $3,767-51.6% |
| Admin fee / account holder | $6,307 | $3,698+70.5% | $6,065+4.0% | $2,969+112.4% |