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 | $85,860 | $176,056-51.2% | $159,436-46.1% | $167,490-48.7% |
| Participation rate | 43.8% | 84.9%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 17.70% | 331.75%-314.0pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,717 | $5,297-67.6% | $4,829-64.5% | $4,837-64.5% |
| Participant deferral / active EE | $4,389 | $7,750-43.4% | $7,352-40.3% | $6,341-30.8% |
| Admin fee / account holder | $505 | $12,554-96.0% | $10,799-95.3% | $12,309-95.9% |