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 | $46,759 | $78,672-40.6% | $109,143-57.2% | $85,850-45.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 12.42% | 25.09%-12.7pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,579 | $2,735-42.2% | $3,722-57.6% | $2,565-38.4% |
| Participant deferral / active EE | $3,846 | $3,467+10.9% | $4,653-17.3% | $3,952-2.7% |
| Admin fee / account holder | $568 | $5,469-89.6% | $6,752-91.6% | $6,260-90.9% |