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 | $68,029 | $52,279+30.1% | $89,391-23.9% | $79,858-14.8% |
| Participation rate | 37.0% | 57.5%-20.5pp | 68.0%-30.9pp | 69.6%-32.6pp |
| Annual return | 18.34% | 22.16%-3.8pp | 245.62%-227.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,737 | $1,572+10.5% | $2,586-32.8% | $2,471-29.7% |
| Participant deferral / active EE | $2,517 | $2,740-8.2% | $3,890-35.3% | $3,740-32.7% |
| Admin fee / account holder | $12,113 | $3,356+260.9% | $4,881+148.1% | $5,306+128.3% |