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 | $39,065 | $165,912-76.5% | $122,332-68.1% | $147,584-73.5% |
| Participation rate | 68.2% | 79.6%-11.4pp | 71.6%-3.5pp | 82.8%-14.6pp |
| Annual return | 17.72% | 34.55%-16.8pp | 30.27%-12.6pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,047 | $5,754-64.4% | $4,050-49.5% | $4,876-58.0% |
| Participant deferral / active EE | $2,638 | $4,005-34.1% | $3,287-19.7% | $5,439-51.5% |
| Admin fee / account holder | $5,093 | $7,424-31.4% | $5,478-7.0% | $10,885-53.2% |