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 | $58,608 | $48,795+20.1% | $65,493-10.5% | $84,808-30.9% |
| Participation rate | 58.1% | 67.0%-8.9pp | 73.1%-15.0pp | 68.3%-10.2pp |
| Annual return | 14.63% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,132 | $1,930-41.3% | $2,574-56.0% | $2,631-57.0% |
| Participant deferral / active EE | $3,186 | $2,928+8.8% | $3,961-19.6% | $4,212-24.4% |
| Admin fee / account holder | $3,010 | $3,877-22.4% | $5,028-40.1% | $7,344-59.0% |