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 | $75,184 | $89,753-16.2% | $107,525-30.1% | $84,808-11.3% |
| Participation rate | 48.3% | 68.1%-19.8pp | 75.1%-26.8pp | 68.3%-20.0pp |
| Annual return | 16.65% | 29.48%-12.8pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,364 | $3,113-56.2% | $3,754-63.7% | $2,631-48.2% |
| Participant deferral / active EE | $2,574 | $4,056-36.5% | $5,116-49.7% | $4,212-38.9% |
| Admin fee / account holder | $5,120 | $7,222-29.1% | $8,919-42.6% | $7,344-30.3% |