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 | $65,352 | $84,233-22.4% | $170,442-61.7% | $70,131-6.8% |
| Participation rate | 63.0% | 70.8%-7.9pp | 83.6%-20.6pp | 69.5%-6.6pp |
| Annual return | 21.47% | 23.06%-1.6pp | 205.93%-184.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,022 | $3,387-40.3% | $5,433-62.8% | $2,342-13.7% |
| Participant deferral / active EE | $3,680 | $3,086+19.3% | $4,939-25.5% | $3,332+10.4% |
| Admin fee / account holder | $2,850 | $5,698-50.0% | $13,880-79.5% | $4,645-38.6% |