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 | $67,346 | $80,968-16.8% | $96,544-30.2% | $75,163-10.4% |
| Participation rate | 0.0% | 71.8%-71.8pp | 76.0%-76.0pp | 67.2%-67.2pp |
| Annual return | 24.37% | 27.06%-2.7pp | 25.84%-1.5pp | 160.62%-136.2pp |
| Employer contribution / active EE | $6,207 | $2,282+172.0% | $2,965+109.3% | $2,670+132.5% |
| Participant deferral / active EE | $3,685 | $3,928-6.2% | $4,851-24.0% | $4,125-10.7% |
| Admin fee / account holder | $2,420 | $6,724-64.0% | $8,252-70.7% | $5,651-57.2% |