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 | $57,633 | $60,124-4.1% | $90,404-36.2% | $79,858-27.8% |
| Participation rate | 62.5% | 65.0%-2.5pp | 72.7%-10.2pp | 69.6%-7.1pp |
| Annual return | 15.15% | 71.94%-56.8pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,536 | $2,068-25.7% | $3,262-52.9% | $2,471-37.8% |
| Participant deferral / active EE | $3,584 | $2,938+22.0% | $3,963-9.6% | $3,740-4.2% |
| Admin fee / account holder | $2,199 | $3,976-44.7% | $5,611-60.8% | $5,306-58.6% |