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 | $56,408 | $65,365-13.7% | $92,893-39.3% | $72,985-22.7% |
| Participation rate | 39.7% | 68.3%-28.6pp | 76.0%-36.3pp | 69.5%-29.8pp |
| Annual return | 22.43% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,491 | $2,594-42.5% | $3,653-59.2% | $2,440-38.9% |
| Participant deferral / active EE | $4,658 | $3,128+48.9% | $4,236+10.0% | $3,607+29.1% |
| Admin fee / account holder | $2,928 | $4,251-31.1% | $5,794-49.5% | $5,124-42.9% |