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 | $66,055 | $109,413-39.6% | $156,263-57.7% | $84,808-22.1% |
| Participation rate | 58.6% | 72.7%-14.1pp | 78.9%-20.3pp | 68.3%-9.7pp |
| Annual return | 34.82% | 20.18%+14.6pp | 59.47%-24.7pp | 40.90%-6.1pp |
| Employer contribution / active EE | $2,076 | $2,907-28.6% | $4,333-52.1% | $2,631-21.1% |
| Participant deferral / active EE | $2,858 | $4,590-37.7% | $6,158-53.6% | $4,212-32.1% |
| Admin fee / account holder | $6,150 | $9,357-34.3% | $14,255-56.9% | $7,344-16.3% |