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 | $55,845 | $86,944-35.8% | $107,525-48.1% | $74,304-24.8% |
| Participation rate | 27.0% | 59.6%-32.5pp | 75.1%-48.0pp | 60.3%-33.3pp |
| Annual return | 26.07% | 23.52%+2.6pp | 181.32%-155.2pp | 29.43%-3.4pp |
| Employer contribution / active EE | $1,105 | $2,757-59.9% | $3,754-70.6% | $2,241-50.7% |
| Participant deferral / active EE | $1,666 | $3,554-53.1% | $5,116-67.4% | $3,767-55.8% |
| Admin fee / account holder | $1,984 | $3,727-46.8% | $8,919-77.8% | $2,969-33.2% |