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 | $42,195 | $99,985-57.8% | $146,665-71.2% | $85,850-50.9% |
| Participation rate | 65.5% | 73.1%-7.5pp | 80.1%-14.6pp | 69.3%-3.8pp |
| Annual return | 15.01% | 18.93%-3.9pp | 22.74%-7.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,317 | $2,559-9.5% | $4,136-44.0% | $2,565-9.7% |
| Participant deferral / active EE | $4,313 | $4,006+7.7% | $5,506-21.7% | $3,952+9.1% |
| Admin fee / account holder | $627 | $7,702-91.9% | $10,280-93.9% | $6,260-90.0% |