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 | $78,865 | $183,519-57.0% | $155,509-49.3% | $145,922-46.0% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 12.86% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,949 | $5,313-63.3% | $4,672-58.3% | $4,660-58.2% |
| Participant deferral / active EE | $4,802 | $6,462-25.7% | $5,626-14.6% | $6,688-28.2% |
| Admin fee / account holder | $2,425 | $19,313-87.4% | $15,912-84.8% | $13,397-81.9% |