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 | $68,756 | $99,985-31.2% | $146,665-53.1% | $85,850-19.9% |
| Participation rate | 68.4% | 73.1%-4.6pp | 80.1%-11.6pp | 69.3%-0.9pp |
| Annual return | 12.94% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $853 | $2,559-66.7% | $4,136-79.4% | $2,565-66.7% |
| Participant deferral / active EE | $3,310 | $4,006-17.4% | $5,506-39.9% | $3,952-16.3% |
| Admin fee / account holder | $1,380 | $7,702-82.1% | $10,280-86.6% | $6,260-78.0% |