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 | $66,046 | $103,376-36.1% | $87,100-24.2% | $152,861-56.8% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.9%-51.9pp | 82.4%-57.4pp |
| Annual return | 24.08% | 28.10%-4.0pp | 28.19%-4.1pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,206 | $3,220-62.6% | $2,521-52.2% | $4,762-74.7% |
| Participant deferral / active EE | $2,618 | $4,778-45.2% | $4,049-35.3% | $5,850-55.3% |
| Admin fee / account holder | $978 | $12,205-92.0% | $7,497-87.0% | $11,596-91.6% |