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 | $68,598 | $53,516+28.2% | $126,539-45.8% | $84,808-19.1% |
| Participation rate | 43.9% | 58.2%-14.3pp | 69.8%-25.9pp | 68.3%-24.4pp |
| Annual return | 15.72% | 58.34%-42.6pp | 425.95%-410.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $715 | $1,535-53.4% | $3,674-80.5% | $2,631-72.8% |
| Participant deferral / active EE | $1,309 | $2,671-51.0% | $4,083-67.9% | $4,212-68.9% |
| Admin fee / account holder | $2,061 | $4,497-54.2% | $6,065-66.0% | $7,344-71.9% |