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 | $66,805 | $158,398-57.8% | $126,539-47.2% | $142,382-53.1% |
| Participation rate | 62.5% | 75.8%-13.3pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 12.19% | 593.76%-581.6pp | 425.95%-413.8pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,856 | $4,650-60.1% | $3,674-49.5% | $4,299-56.8% |
| Participant deferral / active EE | $1,951 | $4,767-59.1% | $4,083-52.2% | $6,507-70.0% |
| Admin fee / account holder | $10,651 | $6,918+54.0% | $6,065+75.6% | $12,624-15.6% |