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 | $55,824 | $55,706+0.2% | $75,886-26.4% | $72,985-23.5% |
| Participation rate | 58.7% | 61.1%-2.4pp | 69.3%-10.6pp | 69.5%-10.8pp |
| Annual return | 73.87% | 27.59%+46.3pp | 30.76%+43.1pp | 81.00%-7.1pp |
| Employer contribution / active EE | $601 | $1,687-64.4% | $2,500-76.0% | $2,440-75.4% |
| Participant deferral / active EE | $2,194 | $2,634-16.7% | $3,603-39.1% | $3,607-39.2% |
| Admin fee / account holder | $1,191 | $3,978-70.1% | $5,418-78.0% | $5,124-76.8% |