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 | $62,030 | $53,516+15.9% | $126,539-51.0% | $84,808-26.9% |
| Participation rate | 38.2% | 58.2%-20.0pp | 69.8%-31.6pp | 68.3%-30.1pp |
| Annual return | 16.02% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,064 | $1,535-30.6% | $3,674-71.0% | $2,631-59.5% |
| Participant deferral / active EE | $2,710 | $2,671+1.5% | $4,083-33.6% | $4,212-35.6% |
| Admin fee / account holder | $2,380 | $4,497-47.1% | $6,065-60.7% | $7,344-67.6% |