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 | $55,040 | $81,208-32.2% | $98,907-44.4% | $79,858-31.1% |
| Participation rate | 65.7% | 72.5%-6.8pp | 76.0%-10.3pp | 69.6%-3.9pp |
| Annual return | 13.84% | 60.99%-47.2pp | 196.43%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,473 | $1,960+26.2% | $2,689-8.0% | $2,471+0.1% |
| Participant deferral / active EE | $2,634 | $3,265-19.3% | $4,244-37.9% | $3,740-29.6% |
| Admin fee / account holder | $4,420 | $6,013-26.5% | $6,642-33.5% | $5,306-16.7% |