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 | $70,529 | $48,795+44.5% | $65,493+7.7% | $84,808-16.8% |
| Participation rate | 50.0% | 67.0%-17.0pp | 73.1%-23.1pp | 68.3%-18.3pp |
| Annual return | 16.22% | 20.20%-4.0pp | 982.45%-966.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,452 | $1,930+27.1% | $2,574-4.8% | $2,631-6.8% |
| Participant deferral / active EE | $2,922 | $2,928-0.2% | $3,961-26.2% | $4,212-30.6% |
| Admin fee / account holder | $2,046 | $3,877-47.2% | $5,028-59.3% | $7,344-72.1% |