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 | $51,643 | $56,114-8.0% | $96,139-46.3% | $85,850-39.8% |
| Participation rate | 42.4% | 56.7%-14.3pp | 68.4%-26.0pp | 69.3%-26.9pp |
| Annual return | 19.21% | 42.30%-23.1pp | 191.94%-172.7pp | 318.53%-299.3pp |
| Employer contribution / active EE | $451 | $1,620-72.1% | $2,797-83.9% | $2,565-82.4% |
| Participant deferral / active EE | $1,300 | $2,859-54.5% | $4,349-70.1% | $3,952-67.1% |
| Admin fee / account holder | $3,901 | $3,768+3.5% | $5,537-29.5% | $6,260-37.7% |