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 6-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 | $58,397 | $54,705+6.7% | $71,209-18.0% | $84,808-31.1% |
| Participation rate | 15.9% | 64.1%-48.2pp | 73.8%-57.8pp | 68.3%-52.4pp |
| Annual return | 13.55% | 35.90%-22.3pp | 282.51%-269.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $539 | $2,158-75.0% | $2,721-80.2% | $2,631-79.5% |
| Participant deferral / active EE | $1,378 | $3,030-54.5% | $4,175-67.0% | $4,212-67.3% |
| Admin fee / account holder | $9,592 | $4,863+97.2% | $5,349+79.3% | $7,344+30.6% |