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 | $54,160 | $124,319-56.4% | $111,297-51.3% | $167,490-67.7% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 13.99% | 37.44%-23.5pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,873 | $3,435-45.5% | $2,731-31.4% | $4,837-61.3% |
| Participant deferral / active EE | $2,673 | $5,180-48.4% | $4,487-40.4% | $6,341-57.9% |
| Admin fee / account holder | $8,188 | $10,618-22.9% | $7,964+2.8% | $12,309-33.5% |