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 | $62,966 | $89,355-29.5% | $141,162-55.4% | $72,985-13.7% |
| Participation rate | 47.2% | 75.1%-27.9pp | 82.5%-35.2pp | 69.5%-22.3pp |
| Annual return | 23.24% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,297 | $3,114-58.4% | $4,735-72.6% | $2,440-46.8% |
| Participant deferral / active EE | $2,817 | $5,418-48.0% | $6,709-58.0% | $3,607-21.9% |
| Admin fee / account holder | $3,036 | $5,958-49.1% | $10,261-70.4% | $5,124-40.8% |