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 | $72,429 | $63,861+13.4% | $104,607-30.8% | $79,858-9.3% |
| Participation rate | 50.0% | 64.9%-14.9pp | 74.1%-24.1pp | 69.6%-19.6pp |
| Annual return | 11.64% | 21.30%-9.7pp | 340.46%-328.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $913 | $1,588-42.5% | $2,681-65.9% | $2,471-63.0% |
| Participant deferral / active EE | $1,739 | $2,693-35.4% | $3,740-53.5% | $3,740-53.5% |
| Admin fee / account holder | $2,053 | $4,185-50.9% | $6,473-68.3% | $5,306-61.3% |