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 | $63,307 | $101,724-37.8% | $164,813-61.6% | $80,856-21.7% |
| Participation rate | 56.3% | 71.8%-15.6pp | 78.6%-22.4pp | 67.6%-11.4pp |
| Annual return | 12.38% | 16.72%-4.3pp | 69.93%-57.6pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,061 | $2,953-30.2% | $4,341-52.5% | $2,755-25.2% |
| Participant deferral / active EE | $5,766 | $4,477+28.8% | $6,031-4.4% | $4,296+34.2% |
| Admin fee / account holder | $9,866 | $8,227+19.9% | $12,690-22.3% | $6,918+42.6% |