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 | $45,367 | $95,803-52.6% | $113,168-59.9% | $84,808-46.5% |
| Participation rate | 67.2% | 72.9%-5.6pp | 76.6%-9.3pp | 68.3%-1.1pp |
| Annual return | 60.01% | 25.00%+35.0pp | 24.27%+35.7pp | 40.90%+19.1pp |
| Employer contribution / active EE | $1,253 | $2,360-46.9% | $2,975-57.9% | $2,631-52.4% |
| Participant deferral / active EE | $3,057 | $4,242-27.9% | $5,107-40.1% | $4,212-27.4% |
| Admin fee / account holder | $2,115 | $8,989-76.5% | $12,068-82.5% | $7,344-71.2% |