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 | $52,210 | $165,335-68.4% | $149,696-65.1% | $158,922-67.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 21.68% | 348.15%-326.5pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,011 | $5,103-80.2% | $4,644-78.2% | $4,761-78.8% |
| Participant deferral / active EE | $3,901 | $7,181-45.7% | $6,842-43.0% | $5,982-34.8% |
| Admin fee / account holder | $382 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |