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 | $63,088 | $176,056-64.2% | $159,436-60.4% | $167,490-62.3% |
| Participation rate | 59.1% | 84.9%-25.9pp | 82.8%-23.7pp | 82.1%-23.0pp |
| Annual return | 15.36% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,099 | $5,297-60.4% | $4,829-56.5% | $4,837-56.6% |
| Participant deferral / active EE | $4,559 | $7,750-41.2% | $7,352-38.0% | $6,341-28.1% |
| Admin fee / account holder | $2,527 | $12,554-79.9% | $10,799-76.6% | $12,309-79.5% |