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 | $68,023 | $102,966-33.9% | $90,281-24.7% | $152,861-55.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 23.90% | 95.16%-71.3pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,576 | $3,139-17.9% | $2,854-9.7% | $4,762-45.9% |
| Participant deferral / active EE | $5,215 | $4,281+21.8% | $3,885+34.2% | $5,850-10.9% |
| Admin fee / account holder | $6,463 | $6,171+4.7% | $5,351+20.8% | $11,596-44.3% |