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 | $69,513 | $102,966-32.5% | $90,281-23.0% | $152,861-54.5% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.4%-37.0pp |
| Annual return | 13.21% | 95.16%-82.0pp | 78.10%-64.9pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,009 | $3,139-67.8% | $2,854-64.6% | $4,762-78.8% |
| Participant deferral / active EE | $4,844 | $4,281+13.1% | $3,885+24.7% | $5,850-17.2% |
| Admin fee / account holder | $5,373 | $6,171-12.9% | $5,351+0.4% | $11,596-53.7% |