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 | $81,771 | $115,708-29.3% | $65,255+25.3% | $139,434-41.4% |
| Participation rate | 54.5% | 67.8%-13.3pp | 65.0%-10.4pp | 80.3%-25.8pp |
| Annual return | 23.33% | 31.19%-7.9pp | 47.35%-24.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,659 | $2,599-36.2% | $1,691-1.9% | $4,751-65.1% |
| Participant deferral / active EE | $2,840 | $4,240-33.0% | $2,831+0.3% | $6,710-57.7% |
| Admin fee / account holder | $1,053 | $6,698-84.3% | $4,112-74.4% | $11,403-90.8% |