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 | $92,682 | $227,553-59.3% | $189,557-51.1% | $167,490-44.7% |
| Participation rate | 47.4% | 82.5%-35.1pp | 78.4%-31.1pp | 82.1%-34.7pp |
| Annual return | 14.04% | 78.40%-64.4pp | 64.17%-50.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,030 | $5,316-80.6% | $4,412-76.7% | $4,837-78.7% |
| Participant deferral / active EE | $3,658 | $7,002-47.8% | $6,174-40.8% | $6,341-42.3% |
| Admin fee / account holder | $999 | $11,878-91.6% | $9,807-89.8% | $12,309-91.9% |