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 | $69,175 | $70,428-1.8% | $96,562-28.4% | $85,850-19.4% |
| Participation rate | 57.4% | 61.8%-4.4pp | 69.8%-12.4pp | 69.3%-11.9pp |
| Annual return | 17.91% | 18.59%-0.7pp | 37.78%-19.9pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,642 | $1,413+16.2% | $2,356-30.3% | $2,565-36.0% |
| Participant deferral / active EE | $3,320 | $2,894+14.7% | $3,849-13.7% | $3,952-16.0% |
| Admin fee / account holder | $10,507 | $4,997+110.3% | $6,181+70.0% | $6,260+67.9% |