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 | $63,618 | $58,208+9.3% | $81,812-22.2% | $80,856-21.3% |
| Participation rate | 56.4% | 63.4%-7.0pp | 72.3%-15.9pp | 67.6%-11.2pp |
| Annual return | 13.33% | 41.66%-28.3pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,910 | $2,340-18.4% | $2,912-34.4% | $2,755-30.7% |
| Participant deferral / active EE | $3,541 | $3,281+7.9% | $4,319-18.0% | $4,296-17.6% |
| Admin fee / account holder | $996 | $4,981-80.0% | $7,386-86.5% | $6,918-85.6% |