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 | $64,859 | $107,452-39.6% | $91,541-29.1% | $142,382-54.4% |
| Participation rate | 68.4% | 75.1%-6.7pp | 69.8%-1.4pp | 80.1%-11.7pp |
| Annual return | 25.15% | 22.06%+3.1pp | 20.50%+4.6pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,283 | $2,994-23.8% | $2,505-8.8% | $4,299-46.9% |
| Participant deferral / active EE | $4,480 | $4,754-5.8% | $4,008+11.8% | $6,507-31.2% |
| Admin fee / account holder | $5,700 | $8,834-35.5% | $6,956-18.1% | $12,624-54.8% |