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 | $59,756 | $63,355-5.7% | $91,989-35.0% | $72,985-18.1% |
| Participation rate | 61.7% | 72.5%-10.8pp | 78.6%-16.9pp | 69.5%-7.8pp |
| Annual return | 25.43% | 35.35%-9.9pp | 69.02%-43.6pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,494 | $4,883+53.5% | $5,923+26.5% | $3,607+107.8% |
| Admin fee / account holder | $1,715 | $4,668-63.3% | $7,743-77.9% | $5,124-66.5% |