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 | $67,060 | $157,256-57.4% | $141,162-52.5% | $152,861-56.1% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.4%-27.4pp |
| Annual return | 30.65% | 64.32%-33.7pp | 71.39%-40.7pp | 345.32%-314.7pp |
| Employer contribution / active EE | $6,984 | $5,261+32.8% | $4,735+47.5% | $4,762+46.7% |
| Participant deferral / active EE | $5,935 | $7,109-16.5% | $6,709-11.5% | $5,850+1.4% |
| Admin fee / account holder | $2,351 | $12,120-80.6% | $10,261-77.1% | $11,596-79.7% |