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 | $75,988 | $179,726-57.7% | $156,263-51.4% | $142,382-46.6% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.9%-32.2pp | 80.1%-33.5pp |
| Annual return | 14.50% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,248 | $5,069-35.9% | $4,333-25.0% | $4,299-24.4% |
| Participant deferral / active EE | $7,812 | $6,956+12.3% | $6,158+26.8% | $6,507+20.0% |
| Admin fee / account holder | $2,901 | $17,272-83.2% | $14,255-79.6% | $12,624-77.0% |