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 | $50,862 | $86,286-41.1% | $111,297-54.3% | $85,850-40.8% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 11.91% | 19.99%-8.1pp | 54.65%-42.7pp | 318.53%-306.6pp |
| Employer contribution / active EE | $6,451 | $2,043+215.7% | $2,731+136.2% | $2,565+151.5% |
| Participant deferral / active EE | $4,047 | $3,641+11.2% | $4,487-9.8% | $3,952+2.4% |
| Admin fee / account holder | $6,657 | $8,188-18.7% | $7,964-16.4% | $6,260+6.3% |