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 | $44,775 | $162,781-72.5% | $133,956-66.6% | $158,922-71.8% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 17.82% | 41.94%-24.1pp | 45.09%-27.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,189 | $4,975-76.1% | $3,919-69.7% | $4,761-75.0% |
| Participant deferral / active EE | $2,648 | $5,911-55.2% | $5,048-47.5% | $5,982-55.7% |
| Admin fee / account holder | $12,054 | $11,736+2.7% | $8,927+35.0% | $11,246+7.2% |