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 | $56,644 | $90,503-37.4% | $78,689-28.0% | $273,961-79.3% |
| Participation rate | 61.9% | 76.5%-14.6pp | 73.6%-11.7pp | 83.0%-21.1pp |
| Annual return | 10.00% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,520 | $3,176-52.1% | $2,851-46.7% | $4,869-68.8% |
| Participant deferral / active EE | $4,877 | $3,901+25.0% | $3,517+38.7% | $5,287-7.8% |
| Admin fee / account holder | $937 | $5,263-82.2% | $4,510-79.2% | $10,132-90.7% |