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 | $65,145 | $96,484-32.5% | $75,886-14.2% | $152,861-57.4% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.3%-31.8pp | 82.4%-44.9pp |
| Annual return | 19.49% | 33.98%-14.5pp | 30.76%-11.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $865 | $3,309-73.9% | $2,500-65.4% | $4,762-81.8% |
| Participant deferral / active EE | $2,647 | $4,553-41.9% | $3,603-26.5% | $5,850-54.8% |
| Admin fee / account holder | $4,144 | $8,078-48.7% | $5,418-23.5% | $11,596-64.3% |