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 | $50,118 | $54,705-8.4% | $71,209-29.6% | $84,808-40.9% |
| Participation rate | 69.5% | 64.1%+5.4pp | 73.8%-4.2pp | 68.3%+1.2pp |
| Annual return | 14.67% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,147 | $2,158-46.8% | $2,721-57.8% | $2,631-56.4% |
| Participant deferral / active EE | $2,390 | $3,030-21.1% | $4,175-42.8% | $4,212-43.2% |
| Admin fee / account holder | $6,710 | $4,863+38.0% | $5,349+25.4% | $7,344-8.6% |