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 | $59,884 | $96,484-37.9% | $75,886-21.1% | $152,861-60.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 22.21% | 33.98%-11.8pp | 30.76%-8.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,269 | $3,309-61.7% | $2,500-49.3% | $4,762-73.4% |
| Participant deferral / active EE | $4,250 | $4,553-6.7% | $3,603+18.0% | $5,850-27.4% |
| Admin fee / account holder | $464 | $8,078-94.3% | $5,418-91.4% | $11,596-96.0% |