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 | $56,949 | $63,346-10.1% | $92,233-38.3% | $70,131-18.8% |
| Participation rate | 58.6% | 68.7%-10.1pp | 76.5%-17.9pp | 69.5%-10.9pp |
| Annual return | 15.79% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,510 | $2,471-38.9% | $3,679-59.0% | $2,342-35.5% |
| Participant deferral / active EE | $4,349 | $2,854+52.4% | $3,897+11.6% | $3,332+30.5% |
| Admin fee / account holder | $3,104 | $3,840-19.2% | $5,194-40.2% | $4,645-33.2% |