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 | $75,717 | $99,985-24.3% | $146,665-48.4% | $85,850-11.8% |
| Participation rate | 59.5% | 73.1%-13.6pp | 80.1%-20.6pp | 69.3%-9.9pp |
| Annual return | 14.55% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,658 | $2,559-35.2% | $4,136-59.9% | $2,565-35.4% |
| Participant deferral / active EE | $3,409 | $4,006-14.9% | $5,506-38.1% | $3,952-13.7% |
| Admin fee / account holder | $10,176 | $7,702+32.1% | $10,280-1.0% | $6,260+62.6% |