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 | $46,879 | $49,173-4.7% | $121,098-61.3% | $75,163-37.6% |
| Participation rate | 52.7% | 55.4%-2.7pp | 69.5%-16.8pp | 67.2%-14.5pp |
| Annual return | 18.17% | 55.99%-37.8pp | 985.75%-967.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,326 | $1,546-14.2% | $4,164-68.2% | $2,670-50.3% |
| Participant deferral / active EE | $2,339 | $2,628-11.0% | $4,080-42.7% | $4,125-43.3% |
| Admin fee / account holder | $6,067 | $3,942+53.9% | $5,644+7.5% | $5,651+7.4% |