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 | $49,862 | $102,616-51.4% | $81,983-39.2% | $158,922-68.6% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.2%-14.2pp | 82.0%-27.0pp |
| Annual return | 21.15% | 61.04%-39.9pp | 41.31%-20.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,582 | $3,240-51.2% | $2,498-36.7% | $4,761-66.8% |
| Participant deferral / active EE | $2,371 | $4,648-49.0% | $3,722-36.3% | $5,982-60.4% |
| Admin fee / account holder | $1,143 | $8,235-86.1% | $5,664-79.8% | $11,246-89.8% |