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 | $52,940 | $49,173+7.7% | $121,098-56.3% | $75,163-29.6% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 15.98% | 55.99%-40.0pp | 985.75%-969.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,205 | $1,546-22.0% | $4,164-71.1% | $2,670-54.9% |
| Participant deferral / active EE | $2,279 | $2,628-13.3% | $4,080-44.1% | $4,125-44.8% |
| Admin fee / account holder | $907 | $3,942-77.0% | $5,644-83.9% | $5,651-84.0% |