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 | $58,338 | $81,208-28.2% | $98,907-41.0% | $79,858-26.9% |
| Participation rate | 61.1% | 72.5%-11.4pp | 76.0%-14.9pp | 69.6%-8.5pp |
| Annual return | 12.34% | 60.99%-48.7pp | 196.43%-184.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,094 | $1,960-44.2% | $2,689-59.3% | $2,471-55.7% |
| Participant deferral / active EE | $2,659 | $3,265-18.6% | $4,244-37.3% | $3,740-28.9% |
| Admin fee / account holder | $6,155 | $6,013+2.4% | $6,642-7.3% | $5,306+16.0% |