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 | $71,607 | $99,652-28.1% | $78,778-9.1% | $147,584-51.5% |
| Participation rate | 47.8% | 76.2%-28.4pp | 69.2%-21.4pp | 82.8%-35.0pp |
| Annual return | 21.26% | 47.28%-26.0pp | 35.62%-14.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,404 | $2,796-49.8% | $1,986-29.3% | $4,876-71.2% |
| Participant deferral / active EE | $3,994 | $3,664+9.0% | $2,958+35.0% | $5,439-26.6% |
| Admin fee / account holder | $8,894 | $7,155+24.3% | $5,134+73.2% | $10,885-18.3% |