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 | $37,150 | $72,177-48.5% | $115,037-67.7% | $59,632-37.7% |
| Participation rate | 53.2% | 72.6%-19.4pp | 81.4%-28.2pp | 68.7%-15.5pp |
| Annual return | 21.18% | 12.02%+9.2pp | 26.14%-5.0pp | 2041.28%-2020.1pp |
| Employer contribution / active EE | $1,826 | $2,841-35.7% | $4,608-60.4% | $2,203-17.1% |
| Participant deferral / active EE | $5,961 | $4,783+24.6% | $6,026-1.1% | $3,192+86.8% |
| Admin fee / account holder | $3,663 | $4,927-25.6% | $8,175-55.2% | $4,297-14.7% |