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 | $64,799 | $209,411-69.1% | $178,490-63.7% | $158,922-59.2% |
| Participation rate | 61.1% | 86.3%-25.2pp | 81.9%-20.8pp | 82.0%-20.8pp |
| Annual return | 10.50% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,415 | $5,706-75.2% | $5,011-71.8% | $4,761-70.3% |
| Participant deferral / active EE | $3,174 | $5,954-46.7% | $5,202-39.0% | $5,982-46.9% |
| Admin fee / account holder | $679 | $17,074-96.0% | $13,984-95.1% | $11,246-94.0% |