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 | $70,058 | $177,572-60.5% | $154,803-54.7% | $142,382-50.8% |
| Participation rate | 68.4% | 82.1%-13.6pp | 78.1%-9.6pp | 80.1%-11.7pp |
| Annual return | 15.37% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,166 | $4,810-55.0% | $4,305-49.7% | $4,299-49.6% |
| Participant deferral / active EE | $4,881 | $6,272-22.2% | $5,540-11.9% | $6,507-25.0% |
| Admin fee / account holder | $4,795 | $16,786-71.4% | $14,329-66.5% | $12,624-62.0% |