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 | $42,177 | $91,552-53.9% | $133,956-68.5% | $79,858-47.2% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 15.71% | 61.85%-46.1pp | 45.09%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,149 | $2,384-9.8% | $3,919-45.2% | $2,471-13.0% |
| Participant deferral / active EE | $3,489 | $3,733-6.5% | $5,048-30.9% | $3,740-6.7% |
| Admin fee / account holder | $6,488 | $6,321+2.6% | $8,927-27.3% | $5,306+22.3% |