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 | $60,679 | $50,982+19.0% | $154,803-60.8% | $85,563-29.1% |
| Participation rate | 14.9% | 59.8%-44.9pp | 78.1%-63.2pp | 66.0%-51.1pp |
| Annual return | 12.27% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.2pp |
| Employer contribution / active EE | $368 | $1,708-78.4% | $4,305-91.4% | $2,654-86.1% |
| Participant deferral / active EE | $839 | $2,474-66.1% | $5,540-84.8% | $4,375-80.8% |
| Admin fee / account holder | $6,035 | $846+613.4% | $14,329-57.9% | $834+623.4% |