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 | $58,087 | $67,984-14.6% | $65,493-11.3% | $74,304-21.8% |
| Participation rate | 44.2% | 66.3%-22.2pp | 73.1%-28.9pp | 60.3%-16.2pp |
| Annual return | 13.08% | 19.87%-6.8pp | 982.45%-969.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,096 | $2,491-56.0% | $2,574-57.4% | $2,241-51.1% |
| Participant deferral / active EE | $2,385 | $3,346-28.7% | $3,961-39.8% | $3,767-36.7% |
| Admin fee / account holder | $1,204 | $1,373-12.3% | $5,028-76.1% | $2,969-59.5% |