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 | $63,526 | $109,881-42.2% | $150,045-57.7% | $84,808-25.1% |
| Participation rate | 60.0% | 76.1%-16.1pp | 82.3%-22.3pp | 68.3%-8.3pp |
| Annual return | 21.79% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $6,897 | $3,561+93.7% | $4,693+47.0% | $2,631+162.1% |
| Participant deferral / active EE | $10,874 | $6,636+63.9% | $7,997+36.0% | $4,212+158.2% |
| Admin fee / account holder | $6,180 | $8,568-27.9% | $13,435-54.0% | $7,344-15.8% |