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 | $59,940 | $89,355-32.9% | $141,162-57.5% | $72,985-17.9% |
| Participation rate | 59.1% | 75.1%-16.0pp | 82.5%-23.4pp | 69.5%-10.4pp |
| Annual return | 25.31% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,641 | $3,114-15.2% | $4,735-44.2% | $2,440+8.3% |
| Participant deferral / active EE | $5,638 | $5,418+4.1% | $6,709-16.0% | $3,607+56.3% |
| Admin fee / account holder | $8,372 | $5,958+40.5% | $10,261-18.4% | $5,124+63.4% |