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 | $61,872 | $78,705-21.4% | $117,854-47.5% | $70,131-11.8% |
| Participation rate | 63.8% | 73.2%-9.4pp | 79.7%-15.9pp | 69.5%-5.7pp |
| Annual return | 20.23% | 23.30%-3.1pp | 335.08%-314.8pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,739 | $2,223-21.8% | $3,786-54.1% | $2,342-25.8% |
| Participant deferral / active EE | $3,649 | $3,297+10.7% | $4,482-18.6% | $3,332+9.5% |
| Admin fee / account holder | $732 | $5,065-85.6% | $8,020-90.9% | $4,645-84.2% |