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 | $82,408 | $125,758-34.5% | $169,993-51.5% | $75,163+9.6% |
| Participation rate | 66.0% | 83.6%-17.6pp | 87.0%-21.0pp | 67.2%-1.2pp |
| Annual return | 18.41% | 27.20%-8.8pp | 53.37%-35.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,021 | $4,615-56.2% | $6,785-70.2% | $2,670-24.3% |
| Participant deferral / active EE | $5,578 | $6,837-18.4% | $10,408-46.4% | $4,125+35.2% |
| Admin fee / account holder | $706 | $8,173-91.4% | $12,815-94.5% | $5,651-87.5% |