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 | $82,925 | $89,355-7.2% | $141,162-41.3% | $72,985+13.6% |
| Participation rate | 53.2% | 75.1%-21.9pp | 82.5%-29.2pp | 69.5%-16.2pp |
| Annual return | 50.48% | 111.85%-61.4pp | 71.39%-20.9pp | 81.00%-30.5pp |
| Employer contribution / active EE | $1,815 | $3,114-41.7% | $4,735-61.7% | $2,440-25.6% |
| Participant deferral / active EE | $4,984 | $5,418-8.0% | $6,709-25.7% | $3,607+38.2% |
| Admin fee / account holder | $1,494 | $5,958-74.9% | $10,261-85.4% | $5,124-70.8% |