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 9-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 | $56,029 | $54,705+2.4% | $71,209-21.3% | $84,808-33.9% |
| Participation rate | 49.2% | 64.1%-14.9pp | 73.8%-24.6pp | 68.3%-19.2pp |
| Annual return | 18.86% | 35.90%-17.0pp | 282.51%-263.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,841 | $2,158-14.7% | $2,721-32.3% | $2,631-30.0% |
| Participant deferral / active EE | $2,740 | $3,030-9.6% | $4,175-34.4% | $4,212-34.9% |
| Admin fee / account holder | $15,726 | $4,863+223.3% | $5,349+194.0% | $7,344+114.1% |