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 | $71,628 | $81,248-11.8% | $155,509-53.9% | $80,856-11.4% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.3pp | 67.6%-13.8pp |
| Annual return | 46.96% | 33.31%+13.7pp | 64.67%-17.7pp | 35.59%+11.4pp |
| Employer contribution / active EE | $1,599 | $3,100-48.4% | $4,672-65.8% | $2,755-42.0% |
| Participant deferral / active EE | $2,175 | $3,452-37.0% | $5,626-61.3% | $4,296-49.4% |
| Admin fee / account holder | $3,924 | $7,997-50.9% | $15,912-75.3% | $6,918-43.3% |