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 | $58,764 | $78,422-25.1% | $95,952-38.8% | $79,858-26.4% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.8pp |
| Annual return | 21.97% | 19.37%+2.6pp | 91.61%-69.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $2,855 | $1,945+46.8% | $2,541+12.3% | $2,471+15.5% |
| Participant deferral / active EE | $6,399 | $3,440+86.0% | $4,167+53.6% | $3,740+71.1% |
| Admin fee / account holder | $8,026 | $5,622+42.8% | $6,795+18.1% | $5,306+51.3% |