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 | $63,544 | $78,422-19.0% | $95,952-33.8% | $79,858-20.4% |
| Participation rate | 68.0% | 73.5%-5.5pp | 77.1%-9.1pp | 69.6%-1.6pp |
| Annual return | 26.06% | 19.37%+6.7pp | 91.61%-65.5pp | 31.71%-5.7pp |
| Employer contribution / active EE | $4,691 | $1,945+141.2% | $2,541+84.6% | $2,471+89.8% |
| Participant deferral / active EE | $2,697 | $3,440-21.6% | $4,167-35.3% | $3,740-27.9% |
| Admin fee / account holder | $689 | $5,622-87.7% | $6,795-89.9% | $5,306-87.0% |