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 | $33,678 | $198,466-83.0% | $170,442-80.2% | $147,584-77.2% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 11.46% | 257.29%-245.8pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,322 | $6,184-78.6% | $5,433-75.7% | $4,876-72.9% |
| Participant deferral / active EE | $4,231 | $5,629-24.8% | $4,939-14.3% | $5,439-22.2% |
| Admin fee / account holder | $1,465 | $16,852-91.3% | $13,880-89.4% | $10,885-86.5% |