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 | $49,184 | $56,114-12.3% | $96,139-48.8% | $85,850-42.7% |
| Participation rate | 55.2% | 56.7%-1.5pp | 68.4%-13.3pp | 69.3%-14.1pp |
| Annual return | 18.16% | 42.30%-24.1pp | 191.94%-173.8pp | 318.53%-300.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,044 | $2,859+6.5% | $4,349-30.0% | $3,952-23.0% |
| Admin fee / account holder | $6,064 | $3,768+60.9% | $5,537+9.5% | $6,260-3.1% |