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 | $63,592 | $80,724-21.2% | $103,333-38.5% | $74,495-14.6% |
| Participation rate | 32.0% | 65.7%-33.7pp | 74.5%-42.5pp | 67.2%-35.2pp |
| Annual return | 26.33% | 27.56%-1.2pp | 24.88%+1.4pp | 1364.94%-1338.6pp |
| Employer contribution / active EE | $1,218 | $3,157-61.4% | $3,868-68.5% | $2,623-53.5% |
| Participant deferral / active EE | $2,506 | $3,860-35.1% | $5,057-50.4% | $4,346-42.3% |
| Admin fee / account holder | $19,408 | $2,368+719.6% | $8,355+132.3% | $1,942+899.5% |