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 | $49,648 | $27,839+78.3% | $58,482-15.1% | $71,457-30.5% |
| Participation rate | 25.9% | 34.5%-8.6pp | 50.9%-24.9pp | 67.9%-42.0pp |
| Annual return | 18.37% | 26.81%-8.4pp | 4239.32%-4220.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $591 | $631-6.2% | $1,053-43.9% | $2,588-77.1% |
| Participant deferral / active EE | $1,154 | $1,206-4.4% | $1,924-40.0% | $4,289-73.1% |
| Admin fee / account holder | $1,403 | $1,641-14.5% | $2,516-44.2% | $1,587-11.6% |