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 | $54,184 | $104,974-48.4% | $95,585-43.3% | $142,382-61.9% |
| Participation rate | 54.2% | 75.0%-20.8pp | 72.1%-17.9pp | 80.1%-26.0pp |
| Annual return | 15.18% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,362 | $2,779-51.0% | $2,527-46.1% | $4,299-68.3% |
| Participant deferral / active EE | $2,297 | $4,352-47.2% | $4,023-42.9% | $6,507-64.7% |
| Admin fee / account holder | $7,365 | $6,386+15.3% | $6,127+20.2% | $12,624-41.7% |