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 | $62,415 | $159,901-61.0% | $146,958-57.5% | $145,922-57.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 18.28% | 98.13%-79.8pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,158 | $5,286-59.2% | $4,933-56.3% | $4,660-53.7% |
| Participant deferral / active EE | $4,898 | $8,428-41.9% | $8,070-39.3% | $6,688-26.8% |
| Admin fee / account holder | $4,447 | $15,044-70.4% | $12,998-65.8% | $13,397-66.8% |