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 | $28,534 | $135,952-79.0% | $123,892-77.0% | $273,961-89.6% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 56.32% | 56.63%-0.3pp | 47.52%+8.8pp | 41.45%+14.9pp |
| Employer contribution / active EE | $1,070 | $5,170-79.3% | $4,617-76.8% | $4,869-78.0% |
| Participant deferral / active EE | $3,055 | $6,343-51.8% | $5,984-48.9% | $5,287-42.2% |
| Admin fee / account holder | $451 | $9,817-95.4% | $8,357-94.6% | $10,132-95.6% |