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 | $53,244 | $228,332-76.7% | $185,823-71.3% | $158,922-66.5% |
| Participation rate | 69.2% | 82.3%-13.1pp | 78.0%-8.8pp | 82.0%-12.7pp |
| Annual return | 17.40% | 40.80%-23.4pp | 35.95%-18.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $3,900 | $4,967-21.5% | $4,087-4.6% | $4,761-18.1% |
| Participant deferral / active EE | $6,887 | $6,415+7.4% | $5,632+22.3% | $5,982+15.1% |
| Admin fee / account holder | $544 | $11,864-95.4% | $9,500-94.3% | $11,246-95.2% |