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 | $63,080 | $79,171-20.3% | $102,423-38.4% | $74,495-15.3% |
| Participation rate | 66.0% | 74.8%-8.8pp | 76.5%-10.5pp | 67.2%-1.2pp |
| Annual return | 17.19% | 54.93%-37.7pp | 29.32%-12.1pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,023 | $2,362-14.3% | $3,023-33.1% | $2,623-22.9% |
| Participant deferral / active EE | $4,290 | $4,415-2.8% | $5,053-15.1% | $4,346-1.3% |
| Admin fee / account holder | $2,330 | $2,001+16.5% | $9,451-75.3% | $1,942+20.0% |