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 | $50,072 | $63,346-21.0% | $92,233-45.7% | $70,131-28.6% |
| Participation rate | 54.4% | 68.7%-14.3pp | 76.5%-22.1pp | 69.5%-15.2pp |
| Annual return | 13.53% | 530.12%-516.6pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $649 | $2,471-73.7% | $3,679-82.4% | $2,342-72.3% |
| Participant deferral / active EE | $1,928 | $2,854-32.4% | $3,897-50.5% | $3,332-42.1% |
| Admin fee / account holder | $1,161 | $3,840-69.8% | $5,194-77.6% | $4,645-75.0% |