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 | $60,912 | $209,411-70.9% | $178,490-65.9% | $158,922-61.7% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 20.82% | 188.75%-167.9pp | 151.07%-130.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,416 | $5,706-75.2% | $5,011-71.7% | $4,761-70.3% |
| Participant deferral / active EE | $3,617 | $5,954-39.3% | $5,202-30.5% | $5,982-39.5% |
| Admin fee / account holder | $645 | $17,074-96.2% | $13,984-95.4% | $11,246-94.3% |