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 3-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 | $59,944 | $48,795+22.8% | $65,493-8.5% | $84,808-29.3% |
| Participation rate | 25.0% | 67.0%-42.0pp | 73.1%-48.1pp | 68.3%-43.3pp |
| Annual return | 16.90% | 20.20%-3.3pp | 982.45%-965.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,059 | $1,930-45.1% | $2,574-58.9% | $2,631-59.7% |
| Participant deferral / active EE | $1,968 | $2,928-32.8% | $3,961-50.3% | $4,212-53.3% |
| Admin fee / account holder | $3,952 | $3,877+1.9% | $5,028-21.4% | $7,344-46.2% |