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 | $50,547 | $157,256-67.9% | $141,162-64.2% | $152,861-66.9% |
| Participation rate | 35.7% | 84.8%-49.1pp | 82.5%-46.8pp | 82.4%-46.7pp |
| Annual return | 22.56% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,364 | $5,261-74.1% | $4,735-71.2% | $4,762-71.4% |
| Participant deferral / active EE | $4,020 | $7,109-43.5% | $6,709-40.1% | $5,850-31.3% |
| Admin fee / account holder | $1,162 | $12,120-90.4% | $10,261-88.7% | $11,596-90.0% |