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 | $69,250 | $77,899-11.1% | $149,673-53.7% | $75,163-7.9% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.3pp |
| Annual return | 14.54% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,945 | $3,137-6.1% | $4,818-38.9% | $2,670+10.3% |
| Participant deferral / active EE | $6,260 | $3,411+83.5% | $5,680+10.2% | $4,125+51.8% |
| Admin fee / account holder | $2,512 | $5,956-57.8% | $13,210-81.0% | $5,651-55.5% |