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 | $64,319 | $103,376-37.8% | $87,100-26.2% | $152,861-57.9% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.9%-15.0pp | 82.4%-20.5pp |
| Annual return | 20.55% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,720 | $3,220-46.6% | $2,521-31.8% | $4,762-63.9% |
| Participant deferral / active EE | $3,279 | $4,778-31.4% | $4,049-19.0% | $5,850-43.9% |
| Admin fee / account holder | $2,007 | $12,205-83.6% | $7,497-73.2% | $11,596-82.7% |