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 | $59,621 | $93,571-36.3% | $135,903-56.1% | $75,163-20.7% |
| Participation rate | 68.8% | 75.2%-6.4pp | 81.9%-13.2pp | 67.2%+1.6pp |
| Annual return | 19.44% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,376 | $3,537-32.8% | $4,856-51.1% | $2,670-11.0% |
| Participant deferral / active EE | $7,077 | $6,404+10.5% | $7,758-8.8% | $4,125+71.6% |
| Admin fee / account holder | $576 | $6,975-91.7% | $10,762-94.6% | $5,651-89.8% |