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 | $51,920 | $53,127-2.3% | $86,590-40.0% | $70,131-26.0% |
| Participation rate | 47.4% | 65.3%-17.9pp | 73.5%-26.2pp | 69.5%-22.2pp |
| Annual return | 18.68% | 27.66%-9.0pp | 964.84%-946.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,052 | $2,068-0.8% | $2,839-27.7% | $2,342-12.4% |
| Participant deferral / active EE | $2,873 | $2,696+6.6% | $3,609-20.4% | $3,332-13.8% |
| Admin fee / account holder | $2,391 | $3,585-33.3% | $4,906-51.3% | $4,645-48.5% |