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 | $56,809 | $135,952-58.2% | $123,892-54.1% | $273,961-79.3% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 10.06% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $4,609 | $5,170-10.9% | $4,617-0.2% | $4,869-5.3% |
| Participant deferral / active EE | $8,580 | $6,343+35.3% | $5,984+43.4% | $5,287+62.3% |
| Admin fee / account holder | $551 | $9,817-94.4% | $8,357-93.4% | $10,132-94.6% |