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 | $82,216 | $54,705+50.3% | $71,209+15.5% | $84,808-3.1% |
| Participation rate | 46.7% | 64.1%-17.4pp | 73.8%-27.1pp | 68.3%-21.6pp |
| Annual return | 16.09% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,167 | $2,158+0.4% | $2,721-20.4% | $2,631-17.6% |
| Participant deferral / active EE | $3,893 | $3,030+28.5% | $4,175-6.7% | $4,212-7.6% |
| Admin fee / account holder | $7,374 | $4,863+51.6% | $5,349+37.9% | $7,344+0.4% |