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 | $62,221 | $106,515-41.6% | $96,683-35.6% | $139,434-55.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.65% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,933 | $4,103-52.9% | $3,737-48.3% | $4,751-59.3% |
| Participant deferral / active EE | $7,483 | $5,454+37.2% | $4,878+53.4% | $6,710+11.5% |
| Admin fee / account holder | $691 | $7,877-91.2% | $6,730-89.7% | $11,403-93.9% |