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 | $33,620 | $53,053-36.6% | $126,539-73.4% | $74,304-54.8% |
| Participation rate | 68.3% | 48.0%+20.2pp | 69.8%-1.6pp | 60.3%+7.9pp |
| Annual return | 16.67% | 29.46%-12.8pp | 425.95%-409.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $5,276 | $1,168+351.9% | $3,674+43.6% | $2,241+135.4% |
| Participant deferral / active EE | $3,191 | $2,303+38.5% | $4,083-21.9% | $3,767-15.3% |
| Admin fee / account holder | $9,320 | $3,698+152.0% | $6,065+53.7% | $2,969+213.9% |