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 | $56,777 | $54,705+3.8% | $71,209-20.3% | $84,808-33.1% |
| Participation rate | 26.0% | 64.1%-38.1pp | 73.8%-47.8pp | 68.3%-42.3pp |
| Annual return | 16.56% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $343 | $2,158-84.1% | $2,721-87.4% | $2,631-87.0% |
| Participant deferral / active EE | $1,454 | $3,030-52.0% | $4,175-65.2% | $4,212-65.5% |
| Admin fee / account holder | $1,041 | $4,863-78.6% | $5,349-80.5% | $7,344-85.8% |