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 | $51,913 | $133,922-61.2% | $116,228-55.3% | $142,382-63.5% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.6%-18.3pp | 80.1%-23.9pp |
| Annual return | 14.93% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,357 | $3,446-60.6% | $2,994-54.7% | $4,299-68.4% |
| Participant deferral / active EE | $3,840 | $5,672-32.3% | $4,953-22.5% | $6,507-41.0% |
| Admin fee / account holder | $837 | $14,945-94.4% | $11,989-93.0% | $12,624-93.4% |