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 | $59,081 | $53,516+10.4% | $126,539-53.3% | $84,808-30.3% |
| Participation rate | 41.9% | 58.2%-16.4pp | 69.8%-28.0pp | 68.3%-26.5pp |
| Annual return | 16.65% | 58.34%-41.7pp | 425.95%-409.3pp | 40.90%-24.2pp |
| Employer contribution / active EE | $975 | $1,535-36.4% | $3,674-73.5% | $2,631-62.9% |
| Participant deferral / active EE | $3,078 | $2,671+15.3% | $4,083-24.6% | $4,212-26.9% |
| Admin fee / account holder | $2,456 | $4,497-45.4% | $6,065-59.5% | $7,344-66.6% |