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 | $68,297 | $86,332-20.9% | $125,175-45.4% | $65,185+4.8% |
| Participation rate | 43.6% | 75.3%-31.7pp | 79.8%-36.2pp | 70.2%-26.6pp |
| Annual return | 33.51% | 27.43%+6.1pp | 43.79%-10.3pp | 29.38%+4.1pp |
| Employer contribution / active EE | $1,779 | $2,040-12.8% | $3,865-54.0% | $2,177-18.3% |
| Participant deferral / active EE | $3,442 | $3,537-2.7% | $4,937-30.3% | $3,514-2.0% |
| Admin fee / account holder | $4,725 | $609+675.6% | $9,702-51.3% | $847+457.8% |