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 | $69,668 | $110,257-36.8% | $96,544-27.8% | $139,434-50.0% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 19.00% | 26.32%-7.3pp | 25.84%-6.8pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,243 | $3,620-10.4% | $2,965+9.4% | $4,751-31.7% |
| Participant deferral / active EE | $8,213 | $5,548+48.0% | $4,851+69.3% | $6,710+22.4% |
| Admin fee / account holder | $705 | $11,591-93.9% | $8,252-91.5% | $11,403-93.8% |