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 | $39,314 | $61,272-35.8% | $149,673-73.7% | $71,457-45.0% |
| Participation rate | 54.5% | 62.5%-8.0pp | 78.8%-24.2pp | 67.9%-13.4pp |
| Annual return | 22.36% | 35.85%-13.5pp | 134.42%-112.1pp | 28.85%-6.5pp |
| Employer contribution / active EE | $1,621 | $2,378-31.8% | $4,818-66.3% | $2,588-37.3% |
| Participant deferral / active EE | $3,627 | $2,917+24.3% | $5,680-36.1% | $4,289-15.4% |
| Admin fee / account holder | $4,027 | $1,261+219.3% | $13,210-69.5% | $1,587+153.7% |