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 | $56,447 | $81,208-30.5% | $98,907-42.9% | $79,858-29.3% |
| Participation rate | 15.6% | 72.5%-56.9pp | 76.0%-60.4pp | 69.6%-54.0pp |
| Annual return | 15.38% | 60.99%-45.6pp | 196.43%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $701 | $1,960-64.3% | $2,689-73.9% | $2,471-71.6% |
| Participant deferral / active EE | $1,937 | $3,265-40.7% | $4,244-54.4% | $3,740-48.2% |
| Admin fee / account holder | $3,465 | $6,013-42.4% | $6,642-47.8% | $5,306-34.7% |