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 | $50,727 | $179,726-71.8% | $156,263-67.5% | $142,382-64.4% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.9%-10.7pp | 80.1%-11.9pp |
| Annual return | 13.32% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,368 | $5,069-13.8% | $4,333+0.8% | $4,299+1.6% |
| Participant deferral / active EE | $4,483 | $6,956-35.5% | $6,158-27.2% | $6,507-31.1% |
| Admin fee / account holder | $9,747 | $17,272-43.6% | $14,255-31.6% | $12,624-22.8% |