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 | $61,488 | $86,286-28.7% | $111,297-44.8% | $85,850-28.4% |
| Participation rate | 52.0% | 73.3%-21.3pp | 77.3%-25.3pp | 69.3%-17.3pp |
| Annual return | 15.55% | 19.99%-4.4pp | 54.65%-39.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,424 | $2,043-30.3% | $2,731-47.9% | $2,565-44.5% |
| Participant deferral / active EE | $3,681 | $3,641+1.1% | $4,487-18.0% | $3,952-6.9% |
| Admin fee / account holder | $5,194 | $8,188-36.6% | $7,964-34.8% | $6,260-17.0% |