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 | $80,283 | $176,812-54.6% | $146,665-45.3% | $167,490-52.1% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 10.93% | 24.03%-13.1pp | 22.74%-11.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,598 | $5,160-69.0% | $4,136-61.4% | $4,837-67.0% |
| Participant deferral / active EE | $5,575 | $6,440-13.4% | $5,506+1.3% | $6,341-12.1% |
| Admin fee / account holder | $2,369 | $13,259-82.1% | $10,280-77.0% | $12,309-80.8% |