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 | $68,412 | $162,781-58.0% | $133,956-48.9% | $158,922-57.0% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 12.57% | 41.94%-29.4pp | 45.09%-32.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,435 | $4,975-51.1% | $3,919-37.9% | $4,761-48.9% |
| Participant deferral / active EE | $4,858 | $5,911-17.8% | $5,048-3.7% | $5,982-18.8% |
| Admin fee / account holder | $661 | $11,736-94.4% | $8,927-92.6% | $11,246-94.1% |