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 | $62,702 | $53,127+18.0% | $86,590-27.6% | $70,131-10.6% |
| Participation rate | 57.4% | 65.3%-7.9pp | 73.5%-16.2pp | 69.5%-12.2pp |
| Annual return | 13.81% | 27.66%-13.9pp | 964.84%-951.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,255 | $2,068-39.3% | $2,839-55.8% | $2,342-46.4% |
| Participant deferral / active EE | $2,808 | $2,696+4.2% | $3,609-22.2% | $3,332-15.7% |
| Admin fee / account holder | $1,643 | $3,585-54.2% | $4,906-66.5% | $4,645-64.6% |