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 | $36,415 | $78,672-53.7% | $109,143-66.6% | $85,850-57.6% |
| Participation rate | 65.6% | 68.3%-2.6pp | 75.9%-10.3pp | 69.3%-3.7pp |
| Annual return | 22.27% | 25.09%-2.8pp | 25.75%-3.5pp | 318.53%-296.3pp |
| Employer contribution / active EE | $2,683 | $2,735-1.9% | $3,722-27.9% | $2,565+4.6% |
| Participant deferral / active EE | $4,561 | $3,467+31.6% | $4,653-2.0% | $3,952+15.4% |
| Admin fee / account holder | $4,735 | $5,469-13.4% | $6,752-29.9% | $6,260-24.4% |