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 | $57,733 | $61,774-6.5% | $97,226-40.6% | $80,856-28.6% |
| Participation rate | 41.9% | 63.5%-21.6pp | 72.7%-30.8pp | 67.6%-25.8pp |
| Annual return | 11.32% | -557.90%+569.2pp | 75.13%-63.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,537 | $1,837-16.3% | $2,729-43.7% | $2,755-44.2% |
| Participant deferral / active EE | $3,165 | $3,029+4.5% | $4,264-25.8% | $4,296-26.3% |
| Admin fee / account holder | $2,852 | $5,166-44.8% | $5,654-49.5% | $6,918-58.8% |