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 | $49,825 | $210,648-76.3% | $177,989-72.0% | $145,922-65.9% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 8.92% | 385.86%-376.9pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,350 | $4,565-70.4% | $3,949-65.8% | $4,660-71.0% |
| Participant deferral / active EE | $2,169 | $6,958-68.8% | $6,276-65.4% | $6,688-67.6% |
| Admin fee / account holder | $1,256 | $12,013-89.5% | $10,363-87.9% | $13,397-90.6% |