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 | $66,733 | $72,277-7.7% | $101,248-34.1% | $79,858-16.4% |
| Participation rate | 60.5% | 68.5%-7.9pp | 75.8%-15.3pp | 69.6%-9.1pp |
| Annual return | 22.96% | 22.30%+0.7pp | 46.47%-23.5pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,676 | $2,692-37.7% | $3,660-54.2% | $2,471-32.2% |
| Participant deferral / active EE | $4,280 | $3,282+30.4% | $4,370-2.1% | $3,740+14.4% |
| Admin fee / account holder | $1,759 | $4,400-60.0% | $5,945-70.4% | $5,306-66.9% |