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 | $67,012 | $89,753-25.3% | $107,525-37.7% | $84,808-21.0% |
| Participation rate | 61.5% | 68.1%-6.5pp | 75.1%-13.5pp | 68.3%-6.8pp |
| Annual return | 19.74% | 29.48%-9.7pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,247 | $3,113-27.8% | $3,754-40.1% | $2,631-14.6% |
| Participant deferral / active EE | $4,149 | $4,056+2.3% | $5,116-18.9% | $4,212-1.5% |
| Admin fee / account holder | $2,892 | $7,222-60.0% | $8,919-67.6% | $7,344-60.6% |