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 | $69,786 | $91,552-23.8% | $133,956-47.9% | $79,858-12.6% |
| Participation rate | 32.5% | 73.3%-40.8pp | 79.8%-47.3pp | 69.6%-37.1pp |
| Annual return | 14.81% | 61.85%-47.0pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,495 | $2,384+4.7% | $3,919-36.3% | $2,471+1.0% |
| Participant deferral / active EE | $2,629 | $3,733-29.6% | $5,048-47.9% | $3,740-29.7% |
| Admin fee / account holder | $2,911 | $6,321-53.9% | $8,927-67.4% | $5,306-45.1% |