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 | $67,018 | $105,126-36.2% | $94,646-29.2% | $139,434-51.9% |
| Participation rate | 68.8% | 82.4%-13.6pp | 80.8%-12.1pp | 80.3%-11.6pp |
| Annual return | 17.40% | 38.03%-20.6pp | 156.71%-139.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,724 | $4,106-33.6% | $3,672-25.8% | $4,751-42.7% |
| Participant deferral / active EE | $6,106 | $7,599-19.7% | $7,418-17.7% | $6,710-9.0% |
| Admin fee / account holder | $1,449 | $8,984-83.9% | $7,231-80.0% | $11,403-87.3% |