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 5-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 | $55,943 | $100,923-44.6% | $150,045-62.7% | $74,304-24.7% |
| Participation rate | 49.2% | 70.1%-20.9pp | 82.3%-33.2pp | 60.3%-11.2pp |
| Annual return | 61.88% | 51.77%+10.1pp | 62.55%-0.7pp | 29.43%+32.4pp |
| Employer contribution / active EE | $1,853 | $3,463-46.5% | $4,693-60.5% | $2,241-17.3% |
| Participant deferral / active EE | $3,515 | $6,709-47.6% | $7,997-56.0% | $3,767-6.7% |
| Admin fee / account holder | $1,242 | $2,767-55.1% | $13,435-90.8% | $2,969-58.2% |