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 | $50,993 | $53,127-4.0% | $86,590-41.1% | $70,131-27.3% |
| Participation rate | 64.0% | 65.3%-1.3pp | 73.5%-9.5pp | 69.5%-5.5pp |
| Annual return | 17.29% | 27.66%-10.4pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,517 | $2,068-26.6% | $2,839-46.6% | $2,342-35.2% |
| Participant deferral / active EE | $1,864 | $2,696-30.9% | $3,609-48.4% | $3,332-44.1% |
| Admin fee / account holder | $4,788 | $3,585+33.5% | $4,906-2.4% | $4,645+3.1% |