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 | $48,144 | $52,279-7.9% | $89,391-46.1% | $79,858-39.7% |
| Participation rate | 65.7% | 57.5%+8.2pp | 68.0%-2.3pp | 69.6%-3.9pp |
| Annual return | 16.96% | 22.16%-5.2pp | 245.62%-228.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,217 | $1,572-22.6% | $2,586-52.9% | $2,471-50.7% |
| Participant deferral / active EE | $3,494 | $2,740+27.5% | $3,890-10.2% | $3,740-6.6% |
| Admin fee / account holder | $2,264 | $3,356-32.6% | $4,881-53.6% | $5,306-57.3% |