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 | $53,637 | $106,890-49.8% | $84,015-36.2% | $152,861-64.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 27.49% | 104.99%-77.5pp | 71.31%-43.8pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,682 | $2,734-38.5% | $1,983-15.2% | $4,762-64.7% |
| Participant deferral / active EE | $7,621 | $4,011+90.0% | $3,239+135.3% | $5,850+30.3% |
| Admin fee / account holder | $4,166 | $8,285-49.7% | $6,101-31.7% | $11,596-64.1% |