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 | $49,821 | $51,576-3.4% | $129,207-61.4% | $80,856-38.4% |
| Participation rate | 56.5% | 57.0%-0.5pp | 69.6%-13.1pp | 67.6%-11.1pp |
| Annual return | 11.94% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,558 | $1,584-1.6% | $4,153-62.5% | $2,755-43.4% |
| Participant deferral / active EE | $2,975 | $2,669+11.5% | $4,168-28.6% | $4,296-30.8% |
| Admin fee / account holder | $12,392 | $4,305+187.9% | $7,715+60.6% | $6,918+79.1% |