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 | $57,571 | $48,795+18.0% | $65,493-12.1% | $84,808-32.1% |
| Participation rate | 51.4% | 67.0%-15.6pp | 73.1%-21.7pp | 68.3%-16.9pp |
| Annual return | 18.83% | 20.20%-1.4pp | 982.45%-963.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,366 | $1,930-29.2% | $2,574-46.9% | $2,631-48.1% |
| Participant deferral / active EE | $3,859 | $2,928+31.8% | $3,961-2.6% | $4,212-8.4% |
| Admin fee / account holder | $1,062 | $3,877-72.6% | $5,028-78.9% | $7,344-85.5% |