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 | $122,874 | $135,952-9.6% | $123,892-0.8% | $273,961-55.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.84% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,580 | $5,170-30.8% | $4,617-22.5% | $4,869-26.5% |
| Participant deferral / active EE | $5,799 | $6,343-8.6% | $5,984-3.1% | $5,287+9.7% |
| Admin fee / account holder | $2,857 | $9,817-70.9% | $8,357-65.8% | $10,132-71.8% |