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 | $66,627 | $210,408-68.3% | $153,485-56.6% | $145,922-54.3% |
| Participation rate | 69.2% | 82.1%-12.9pp | 77.1%-7.9pp | 80.3%-11.0pp |
| Annual return | 12.82% | 13.37%-0.5pp | 15.65%-2.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,151 | $6,048-47.9% | $5,039-37.5% | $4,660-32.4% |
| Participant deferral / active EE | $3,405 | $7,975-57.3% | $6,757-49.6% | $6,688-49.1% |
| Admin fee / account holder | $10,165 | $19,419-47.7% | $12,724-20.1% | $13,397-24.1% |