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 | $64,192 | $93,571-31.4% | $135,903-52.8% | $75,163-14.6% |
| Participation rate | 63.5% | 75.2%-11.7pp | 81.9%-18.4pp | 67.2%-3.7pp |
| Annual return | 24.46% | 30.90%-6.4pp | 68.23%-43.8pp | 160.62%-136.2pp |
| Employer contribution / active EE | $1,703 | $3,537-51.8% | $4,856-64.9% | $2,670-36.2% |
| Participant deferral / active EE | $4,229 | $6,404-34.0% | $7,758-45.5% | $4,125+2.5% |
| Admin fee / account holder | $1,558 | $6,975-77.7% | $10,762-85.5% | $5,651-72.4% |