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 | $54,303 | $77,899-30.3% | $149,673-63.7% | $75,163-27.8% |
| Participation rate | 63.9% | 65.6%-1.7pp | 78.8%-14.9pp | 67.2%-3.3pp |
| Annual return | 19.50% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,793 | $3,137-42.9% | $4,818-62.8% | $2,670-32.9% |
| Participant deferral / active EE | $3,779 | $3,411+10.8% | $5,680-33.5% | $4,125-8.4% |
| Admin fee / account holder | $3,868 | $5,956-35.1% | $13,210-70.7% | $5,651-31.5% |