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 | $62,203 | $115,882-46.3% | $100,516-38.1% | $158,922-60.9% |
| Participation rate | 63.6% | 81.6%-17.9pp | 79.4%-15.8pp | 82.0%-18.3pp |
| Annual return | 20.14% | 34.79%-14.7pp | 30.89%-10.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,566 | $4,103-37.5% | $3,418-24.9% | $4,761-46.1% |
| Participant deferral / active EE | $6,825 | $6,674+2.3% | $6,270+8.9% | $5,982+14.1% |
| Admin fee / account holder | $2,757 | $10,995-74.9% | $8,081-65.9% | $11,246-75.5% |