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 | $59,055 | $58,208+1.5% | $81,812-27.8% | $80,856-27.0% |
| Participation rate | 56.9% | 63.4%-6.5pp | 72.3%-15.4pp | 67.6%-10.7pp |
| Annual return | 11.32% | 41.66%-30.3pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,198 | $2,340-48.8% | $2,912-58.9% | $2,755-56.5% |
| Participant deferral / active EE | $1,922 | $3,281-41.4% | $4,319-55.5% | $4,296-55.3% |
| Admin fee / account holder | $1,076 | $4,981-78.4% | $7,386-85.4% | $6,918-84.4% |