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 | $66,386 | $54,705+21.4% | $71,209-6.8% | $84,808-21.7% |
| Participation rate | 49.2% | 64.1%-14.9pp | 73.8%-24.5pp | 68.3%-19.1pp |
| Annual return | 16.66% | 35.90%-19.2pp | 282.51%-265.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,519 | $2,158-29.6% | $2,721-44.2% | $2,631-42.2% |
| Participant deferral / active EE | $2,033 | $3,030-32.9% | $4,175-51.3% | $4,212-51.7% |
| Admin fee / account holder | $5,849 | $4,863+20.3% | $5,349+9.4% | $7,344-20.3% |