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 | $59,810 | $99,877-40.1% | $84,966-29.6% | $145,922-59.0% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-21.9pp |
| Annual return | 19.77% | 83.76%-64.0pp | 66.38%-46.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,229 | $3,231-62.0% | $2,727-54.9% | $4,660-73.6% |
| Participant deferral / active EE | $3,125 | $5,291-40.9% | $4,519-30.9% | $6,688-53.3% |
| Admin fee / account holder | $560 | $7,248-92.3% | $6,149-90.9% | $13,397-95.8% |