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 | $78,422 | $98,750-20.6% | $149,696-47.6% | $79,858-1.8% |
| Participation rate | 67.9% | 75.8%-7.8pp | 82.5%-14.6pp | 69.6%-1.7pp |
| Annual return | 14.51% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,606 | $3,216-19.0% | $4,644-43.9% | $2,471+5.5% |
| Participant deferral / active EE | $3,859 | $5,680-32.1% | $6,842-43.6% | $3,740+3.2% |
| Admin fee / account holder | $322 | $6,053-94.7% | $9,309-96.5% | $5,306-93.9% |