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 | $63,432 | $53,822+17.9% | $75,696-16.2% | $85,850-26.1% |
| Participation rate | 54.9% | 69.1%-14.1pp | 74.8%-19.9pp | 69.3%-14.4pp |
| Annual return | 33.64% | 24.54%+9.1pp | 104.53%-70.9pp | 318.53%-284.9pp |
| Employer contribution / active EE | $1,142 | $2,017-43.4% | $2,743-58.4% | $2,565-55.5% |
| Participant deferral / active EE | $2,415 | $2,895-16.6% | $3,821-36.8% | $3,952-38.9% |
| Admin fee / account holder | $1,981 | $3,343-40.7% | $3,619-45.3% | $6,260-68.4% |