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 | $48,218 | $157,256-69.3% | $141,162-65.8% | $152,861-68.5% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.4%-12.9pp |
| Annual return | 21.15% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,271 | $5,261-75.8% | $4,735-73.2% | $4,762-73.3% |
| Participant deferral / active EE | $6,240 | $7,109-12.2% | $6,709-7.0% | $5,850+6.7% |
| Admin fee / account holder | $12,643 | $12,120+4.3% | $10,261+23.2% | $11,596+9.0% |