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 | $70,046 | $101,724-31.1% | $164,813-57.5% | $80,856-13.4% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 20.75% | 16.72%+4.0pp | 69.93%-49.2pp | 35.59%-14.8pp |
| Employer contribution / active EE | $2,191 | $2,953-25.8% | $4,341-49.5% | $2,755-20.5% |
| Participant deferral / active EE | $3,900 | $4,477-12.9% | $6,031-35.3% | $4,296-9.2% |
| Admin fee / account holder | $13,373 | $8,227+62.6% | $12,690+5.4% | $6,918+93.3% |