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 | $53,614 | $77,899-31.2% | $149,673-64.2% | $75,163-28.7% |
| Participation rate | 61.1% | 65.6%-4.5pp | 78.8%-17.7pp | 67.2%-6.1pp |
| Annual return | 18.80% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,607 | $3,137+15.0% | $4,818-25.1% | $2,670+35.1% |
| Participant deferral / active EE | $3,608 | $3,411+5.8% | $5,680-36.5% | $4,125-12.5% |
| Admin fee / account holder | $9,562 | $5,956+60.5% | $13,210-27.6% | $5,651+69.2% |