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 | $61,033 | $176,812-65.5% | $146,665-58.4% | $167,490-63.6% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 20.85% | 24.03%-3.2pp | 22.74%-1.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $3,056 | $5,160-40.8% | $4,136-26.1% | $4,837-36.8% |
| Participant deferral / active EE | $7,446 | $6,440+15.6% | $5,506+35.2% | $6,341+17.4% |
| Admin fee / account holder | $1,152 | $13,259-91.3% | $10,280-88.8% | $12,309-90.6% |