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 | $34,586 | $60,124-42.5% | $90,404-61.7% | $79,858-56.7% |
| Participation rate | 69.8% | 65.0%+4.8pp | 72.7%-2.9pp | 69.6%+0.1pp |
| Annual return | 12.08% | 71.94%-59.9pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $962 | $2,068-53.5% | $3,262-70.5% | $2,471-61.1% |
| Participant deferral / active EE | $1,425 | $2,938-51.5% | $3,963-64.0% | $3,740-61.9% |
| Admin fee / account holder | $1,989 | $3,976-50.0% | $5,611-64.5% | $5,306-62.5% |