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 | $51,260 | $81,208-36.9% | $98,907-48.2% | $79,858-35.8% |
| Participation rate | 69.8% | 72.5%-2.7pp | 76.0%-6.3pp | 69.6%+0.1pp |
| Annual return | 23.28% | 60.99%-37.7pp | 196.43%-173.1pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,636 | $1,960-16.5% | $2,689-39.1% | $2,471-33.8% |
| Participant deferral / active EE | $3,091 | $3,265-5.3% | $4,244-27.2% | $3,740-17.4% |
| Admin fee / account holder | $669 | $6,013-88.9% | $6,642-89.9% | $5,306-87.4% |