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 | $45,279 | $154,117-70.6% | $129,995-65.2% | $139,434-67.5% |
| Participation rate | 60.9% | 82.0%-21.1pp | 78.5%-17.6pp | 80.3%-19.4pp |
| Annual return | 18.38% | 32.48%-14.1pp | -137.18%+155.6pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,896 | $5,289-64.1% | $4,320-56.1% | $4,751-60.1% |
| Participant deferral / active EE | $2,635 | $6,710-60.7% | $5,820-54.7% | $6,710-60.7% |
| Admin fee / account holder | $1,846 | $14,007-86.8% | $10,614-82.6% | $11,403-83.8% |