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 | $44,164 | $89,355-50.6% | $141,162-68.7% | $72,985-39.5% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 26.42% | 111.85%-85.4pp | 71.39%-45.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,827 | $3,114-9.2% | $4,735-40.3% | $2,440+15.9% |
| Participant deferral / active EE | $4,547 | $5,418-16.1% | $6,709-32.2% | $3,607+26.1% |
| Admin fee / account holder | $1,690 | $5,958-71.6% | $10,261-83.5% | $5,124-67.0% |