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 | $59,463 | $53,053+12.1% | $126,539-53.0% | $74,304-20.0% |
| Participation rate | 41.3% | 48.0%-6.8pp | 69.8%-28.6pp | 60.3%-19.1pp |
| Annual return | 17.47% | 29.46%-12.0pp | 425.95%-408.5pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,140 | $1,168-2.3% | $3,674-69.0% | $2,241-49.1% |
| Participant deferral / active EE | $2,189 | $2,303-5.0% | $4,083-46.4% | $3,767-41.9% |
| Admin fee / account holder | $2,244 | $3,698-39.3% | $6,065-63.0% | $2,969-24.4% |