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 | $78,850 | $109,881-28.2% | $150,045-47.4% | $84,808-7.0% |
| Participation rate | 69.8% | 76.1%-6.3pp | 82.3%-12.6pp | 68.3%+1.5pp |
| Annual return | 14.99% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,891 | $3,561+37.3% | $4,693+4.2% | $2,631+85.9% |
| Participant deferral / active EE | $5,000 | $6,636-24.7% | $7,997-37.5% | $4,212+18.7% |
| Admin fee / account holder | $24,714 | $8,568+188.4% | $13,435+84.0% | $7,344+236.5% |