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 | $66,177 | $117,841-43.8% | $102,423-35.4% | $145,922-54.6% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 15.03% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,332 | $3,615-63.1% | $3,023-55.9% | $4,660-71.4% |
| Participant deferral / active EE | $5,546 | $5,731-3.2% | $5,053+9.8% | $6,688-17.1% |
| Admin fee / account holder | $5,846 | $13,326-56.1% | $9,451-38.1% | $13,397-56.4% |