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 | $67,915 | $99,985-32.1% | $146,665-53.7% | $85,850-20.9% |
| Participation rate | 54.7% | 73.1%-18.4pp | 80.1%-25.4pp | 69.3%-14.6pp |
| Annual return | 18.07% | 18.93%-0.9pp | 22.74%-4.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,081 | $2,559-57.8% | $4,136-73.9% | $2,565-57.9% |
| Participant deferral / active EE | $3,199 | $4,006-20.1% | $5,506-41.9% | $3,952-19.1% |
| Admin fee / account holder | $8,121 | $7,702+5.4% | $10,280-21.0% | $6,260+29.7% |