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 | $57,994 | $62,672-7.5% | $185,117-68.7% | $70,131-17.3% |
| Participation rate | 40.9% | 63.8%-22.9pp | 77.3%-36.4pp | 69.5%-28.6pp |
| Annual return | 24.10% | 40.79%-16.7pp | 40.50%-16.4pp | 73.14%-49.0pp |
| Employer contribution / active EE | $5,970 | $1,753+240.6% | $4,182+42.8% | $2,342+154.9% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,849 | $3,932-53.0% | $8,159-77.3% | $4,645-60.2% |