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 | $52,062 | $44,960+15.8% | $84,966-38.7% | $74,495-30.1% |
| Participation rate | 34.0% | 49.4%-15.4pp | 67.5%-33.5pp | 67.2%-33.2pp |
| Annual return | 15.05% | 26.24%-11.2pp | 66.38%-51.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,274 | $1,457-12.6% | $2,727-53.3% | $2,623-51.4% |
| Participant deferral / active EE | $2,450 | $2,731-10.3% | $4,519-45.8% | $4,346-43.6% |
| Admin fee / account holder | $3,167 | $2,209+43.4% | $6,149-48.5% | $1,942+63.1% |