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 | $66,340 | $93,571-29.1% | $135,903-51.2% | $75,163-11.7% |
| Participation rate | 63.6% | 75.2%-11.5pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 17.16% | 30.90%-13.7pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,072 | $3,537-13.1% | $4,856-36.7% | $2,670+15.1% |
| Participant deferral / active EE | $6,309 | $6,404-1.5% | $7,758-18.7% | $4,125+52.9% |
| Admin fee / account holder | $17,178 | $6,975+146.3% | $10,762+59.6% | $5,651+204.0% |