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 | $57,792 | $91,552-36.9% | $133,956-56.9% | $79,858-27.6% |
| Participation rate | 61.4% | 73.3%-11.9pp | 79.8%-18.4pp | 69.6%-8.2pp |
| Annual return | 14.90% | 61.85%-46.9pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,897 | $2,384-20.4% | $3,919-51.6% | $2,471-23.2% |
| Participant deferral / active EE | $3,251 | $3,733-12.9% | $5,048-35.6% | $3,740-13.1% |
| Admin fee / account holder | $5,310 | $6,321-16.0% | $8,927-40.5% | $5,306+0.1% |