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 5-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 | $72,891 | $126,574-42.4% | $106,213-31.4% | $145,922-50.0% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 10.17% | 224.79%-214.6pp | 116.14%-106.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,525 | $3,730-59.1% | $3,171-51.9% | $4,660-67.3% |
| Participant deferral / active EE | $3,973 | $5,724-30.6% | $5,016-20.8% | $6,688-40.6% |
| Admin fee / account holder | $19,225 | $17,304+11.1% | $11,033+74.2% | $13,397+43.5% |