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 | $62,752 | $109,327-42.6% | $89,391-29.8% | $158,922-60.5% |
| Participation rate | 43.5% | 74.3%-30.8pp | 68.0%-24.5pp | 82.0%-38.5pp |
| Annual return | 14.29% | 345.68%-331.4pp | 245.62%-231.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,208 | $3,170-61.9% | $2,586-53.3% | $4,761-74.6% |
| Participant deferral / active EE | $2,530 | $4,598-45.0% | $3,890-35.0% | $5,982-57.7% |
| Admin fee / account holder | $591 | $6,153-90.4% | $4,881-87.9% | $11,246-94.7% |