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 | $58,862 | $95,416-38.3% | $185,823-68.3% | $85,850-31.4% |
| Participation rate | 47.2% | 68.8%-21.6pp | 81.7%-34.5pp | 69.3%-22.1pp |
| Annual return | 13.14% | 23.59%-10.4pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,180 | $3,314-64.4% | $5,167-77.2% | $2,565-54.0% |
| Participant deferral / active EE | $1,706 | $3,423-50.2% | $5,568-69.4% | $3,952-56.8% |
| Admin fee / account holder | $14,171 | $7,213+96.5% | $16,237-12.7% | $6,260+126.4% |