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 | $78,027 | $112,881-30.9% | $90,951-14.2% | $158,922-50.9% |
| Participation rate | 58.8% | 74.7%-15.9pp | 69.0%-10.2pp | 82.0%-23.1pp |
| Annual return | 16.82% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,073 | $2,893-62.9% | $2,122-49.4% | $4,761-77.5% |
| Participant deferral / active EE | $2,013 | $4,128-51.2% | $3,373-40.3% | $5,982-66.3% |
| Admin fee / account holder | $9,024 | $8,041+12.2% | $5,959+51.4% | $11,246-19.8% |