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 | $80,363 | $84,233-4.6% | $170,442-52.8% | $70,131+14.6% |
| Participation rate | 57.1% | 70.8%-13.7pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 15.40% | 23.06%-7.7pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,227 | $3,387-63.8% | $5,433-77.4% | $2,342-47.6% |
| Participant deferral / active EE | $2,098 | $3,086-32.0% | $4,939-57.5% | $3,332-37.0% |
| Admin fee / account holder | $28,462 | $5,698+399.5% | $13,880+105.1% | $4,645+512.7% |