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 | $64,685 | $115,770-44.1% | $101,248-36.1% | $158,922-59.3% |
| Participation rate | 58.8% | 79.4%-20.5pp | 75.8%-17.0pp | 82.0%-23.1pp |
| Annual return | 13.95% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,240 | $4,175-70.3% | $3,660-66.1% | $4,761-74.0% |
| Participant deferral / active EE | $1,811 | $4,957-63.5% | $4,370-58.6% | $5,982-69.7% |
| Admin fee / account holder | $8,130 | $7,245+12.2% | $5,945+36.7% | $11,246-27.7% |