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 | $63,672 | $54,705+16.4% | $71,209-10.6% | $84,808-24.9% |
| Participation rate | 53.1% | 64.1%-10.9pp | 73.8%-20.6pp | 68.3%-15.2pp |
| Annual return | 15.17% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,106 | $2,158-2.4% | $2,721-22.6% | $2,631-19.9% |
| Participant deferral / active EE | $3,639 | $3,030+20.1% | $4,175-12.8% | $4,212-13.6% |
| Admin fee / account holder | $6,166 | $4,863+26.8% | $5,349+15.3% | $7,344-16.0% |