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 | $37,334 | $76,367-51.1% | $93,606-60.1% | $72,985-48.8% |
| Participation rate | 65.8% | 71.7%-6.0pp | 75.8%-10.1pp | 69.5%-3.7pp |
| Annual return | 88.40% | 25.82%+62.6pp | 32.76%+55.6pp | 81.00%+7.4pp |
| Employer contribution / active EE | $1,766 | $2,275-22.4% | $2,718-35.0% | $2,440-27.6% |
| Participant deferral / active EE | $3,085 | $3,538-12.8% | $4,069-24.2% | $3,607-14.5% |
| Admin fee / account holder | $526 | $6,838-92.3% | $7,888-93.3% | $5,124-89.7% |