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 | $67,843 | $179,726-62.3% | $156,263-56.6% | $142,382-52.4% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.9%-10.7pp | 80.1%-11.9pp |
| Annual return | 14.64% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,117 | $5,069-58.2% | $4,333-51.1% | $4,299-50.8% |
| Participant deferral / active EE | $4,000 | $6,956-42.5% | $6,158-35.0% | $6,507-38.5% |
| Admin fee / account holder | $1,827 | $17,272-89.4% | $14,255-87.2% | $12,624-85.5% |