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 | $65,706 | $52,279+25.7% | $89,391-26.5% | $79,858-17.7% |
| Participation rate | 48.8% | 57.5%-8.8pp | 68.0%-19.2pp | 69.6%-20.9pp |
| Annual return | 15.93% | 22.16%-6.2pp | 245.62%-229.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,297 | $1,572-17.5% | $2,586-49.8% | $2,471-47.5% |
| Participant deferral / active EE | $2,287 | $2,740-16.5% | $3,890-41.2% | $3,740-38.8% |
| Admin fee / account holder | $1,098 | $3,356-67.3% | $4,881-77.5% | $5,306-79.3% |