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 | $59,389 | $101,069-41.2% | $81,478-27.1% | $147,584-59.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 17.92% | 32.40%-14.5pp | 38.78%-20.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $4,400 | $3,205+37.3% | $2,568+71.4% | $4,876-9.8% |
| Participant deferral / active EE | $4,552 | $4,242+7.3% | $3,537+28.7% | $5,439-16.3% |
| Admin fee / account holder | $5,215 | $5,812-10.3% | $4,561+14.3% | $10,885-52.1% |