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 | $31,050 | $158,398-80.4% | $126,539-75.5% | $142,382-78.2% |
| Participation rate | 69.2% | 75.8%-6.6pp | 69.8%-0.6pp | 80.1%-10.9pp |
| Annual return | 13.47% | 593.76%-580.3pp | 425.95%-412.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,676 | $4,650-64.0% | $3,674-54.4% | $4,299-61.0% |
| Participant deferral / active EE | $4,851 | $4,767+1.8% | $4,083+18.8% | $6,507-25.4% |
| Admin fee / account holder | $2,444 | $6,918-64.7% | $6,065-59.7% | $12,624-80.6% |