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 | $74,964 | $99,985-25.0% | $146,665-48.9% | $85,850-12.7% |
| Participation rate | 63.4% | 73.1%-9.6pp | 80.1%-16.7pp | 69.3%-5.9pp |
| Annual return | 15.74% | 18.93%-3.2pp | 22.74%-7.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,265 | $2,559-11.5% | $4,136-45.2% | $2,565-11.7% |
| Participant deferral / active EE | $3,597 | $4,006-10.2% | $5,506-34.7% | $3,952-9.0% |
| Admin fee / account holder | $16,455 | $7,702+113.6% | $10,280+60.1% | $6,260+162.9% |