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 | $76,067 | $98,750-23.0% | $149,696-49.2% | $79,858-4.7% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.4pp |
| Annual return | 15.20% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,231 | $3,216-61.7% | $4,644-73.5% | $2,471-50.2% |
| Participant deferral / active EE | $4,398 | $5,680-22.6% | $6,842-35.7% | $3,740+17.6% |
| Admin fee / account holder | $5,243 | $6,053-13.4% | $9,309-43.7% | $5,306-1.2% |