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 | $29,608 | $144,119-79.5% | $117,854-74.9% | $147,584-79.9% |
| Participation rate | 61.1% | 83.4%-22.3pp | 79.7%-18.6pp | 82.8%-21.7pp |
| Annual return | 18.77% | 531.15%-512.4pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,169 | $4,896-76.1% | $3,786-69.1% | $4,876-76.0% |
| Participant deferral / active EE | $2,077 | $5,316-60.9% | $4,482-53.6% | $5,439-61.8% |
| Admin fee / account holder | $686 | $10,886-93.7% | $8,020-91.4% | $10,885-93.7% |