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 | $71,041 | $131,829-46.1% | $108,579-34.6% | $273,961-74.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 15.66% | -91.57%+107.2pp | -51.70%+67.4pp | 41.45%-25.8pp |
| Employer contribution / active EE | $6,736 | $4,912+37.1% | $3,758+79.2% | $4,869+38.4% |
| Participant deferral / active EE | $6,285 | $5,127+22.6% | $4,311+45.8% | $5,287+18.9% |
| Admin fee / account holder | $1,907 | $10,252-81.4% | $7,645-75.1% | $10,132-81.2% |