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 | $61,281 | $93,571-34.5% | $135,903-54.9% | $75,163-18.5% |
| Participation rate | 65.2% | 75.2%-10.0pp | 81.9%-16.7pp | 67.2%-2.0pp |
| Annual return | 28.86% | 30.90%-2.0pp | 68.23%-39.4pp | 160.62%-131.8pp |
| Employer contribution / active EE | $4,286 | $3,537+21.2% | $4,856-11.7% | $2,670+60.5% |
| Participant deferral / active EE | $8,573 | $6,404+33.9% | $7,758+10.5% | $4,125+107.8% |
| Admin fee / account holder | $3,987 | $6,975-42.8% | $10,762-63.0% | $5,651-29.5% |