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 | $82,940 | $238,490-65.2% | $180,183-54.0% | $142,382-41.7% |
| Participation rate | 62.5% | 82.3%-19.8pp | 77.4%-14.9pp | 80.1%-17.6pp |
| Annual return | 14.86% | 33.56%-18.7pp | 27.86%-13.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,865 | $6,143-53.4% | $5,039-43.1% | $4,299-33.3% |
| Participant deferral / active EE | $8,276 | $7,996+3.5% | $6,822+21.3% | $6,507+27.2% |
| Admin fee / account holder | $367 | $28,866-98.7% | $19,975-98.2% | $12,624-97.1% |