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 | $52,857 | $127,386-58.5% | $115,037-54.1% | $125,391-57.8% |
| Participation rate | 61.9% | 84.2%-22.3pp | 81.4%-19.5pp | 83.2%-21.3pp |
| Annual return | -2.00% | 31.28%-33.3pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,329 | $5,166-54.9% | $4,608-49.5% | $4,866-52.1% |
| Participant deferral / active EE | $2,697 | $6,423-58.0% | $6,026-55.2% | $5,352-49.6% |
| Admin fee / account holder | $1,109 | $9,516-88.3% | $8,175-86.4% | $9,540-88.4% |