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 | $62,908 | $228,332-72.4% | $185,823-66.1% | $158,922-60.4% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 11.87% | 40.80%-28.9pp | 35.95%-24.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $4,140 | $4,967-16.6% | $4,087+1.3% | $4,761-13.0% |
| Participant deferral / active EE | $6,525 | $6,415+1.7% | $5,632+15.9% | $5,982+9.1% |
| Admin fee / account holder | $4,360 | $11,864-63.3% | $9,500-54.1% | $11,246-61.2% |