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 | $69,045 | $108,172-36.2% | $77,482-10.9% | $158,922-56.6% |
| Participation rate | 57.1% | 64.4%-7.3pp | 54.2%+3.0pp | 82.0%-24.8pp |
| Annual return | 16.48% | 31.67%-15.2pp | 54.79%-38.3pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,481 | $1,325+11.8% | $986+50.2% | $4,761-68.9% |
| Participant deferral / active EE | $4,422 | $2,456+80.0% | $1,861+137.6% | $5,982-26.1% |
| Admin fee / account holder | $18,852 | $3,708+408.5% | $2,858+559.7% | $11,246+67.6% |