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 | $63,139 | $100,923-37.4% | $150,045-57.9% | $74,304-15.0% |
| Participation rate | 52.5% | 70.1%-17.6pp | 82.3%-29.8pp | 60.3%-7.9pp |
| Annual return | 15.69% | 51.77%-36.1pp | 62.55%-46.9pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,529 | $3,463-27.0% | $4,693-46.1% | $2,241+12.8% |
| Participant deferral / active EE | $5,582 | $6,709-16.8% | $7,997-30.2% | $3,767+48.2% |
| Admin fee / account holder | $5,508 | $2,767+99.1% | $13,435-59.0% | $2,969+85.5% |