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 | $67,309 | $95,416-29.5% | $185,823-63.8% | $85,850-21.6% |
| Participation rate | 42.9% | 68.8%-25.9pp | 81.7%-38.8pp | 69.3%-26.5pp |
| Annual return | 31.23% | 23.59%+7.6pp | 122.05%-90.8pp | 318.53%-287.3pp |
| Employer contribution / active EE | $1,588 | $3,314-52.1% | $5,167-69.3% | $2,565-38.1% |
| Participant deferral / active EE | $4,492 | $3,423+31.2% | $5,568-19.3% | $3,952+13.7% |
| Admin fee / account holder | $1,340 | $7,213-81.4% | $16,237-91.7% | $6,260-78.6% |