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 | $68,262 | $104,974-35.0% | $95,585-28.6% | $142,382-52.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 14.55% | 210.33%-195.8pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,245 | $2,779+16.8% | $2,527+28.4% | $4,299-24.5% |
| Participant deferral / active EE | $4,707 | $4,352+8.2% | $4,023+17.0% | $6,507-27.7% |
| Admin fee / account holder | $4,519 | $6,386-29.2% | $6,127-26.2% | $12,624-64.2% |