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 | $67,231 | $112,881-40.4% | $90,951-26.1% | $158,922-57.7% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | 19.19% | 215.79%-196.6pp | 134.60%-115.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,754 | $2,893-39.4% | $2,122-17.4% | $4,761-63.2% |
| Participant deferral / active EE | $2,090 | $4,128-49.4% | $3,373-38.0% | $5,982-65.1% |
| Admin fee / account holder | $1,143 | $8,041-85.8% | $5,959-80.8% | $11,246-89.8% |