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 | $79,871 | $176,056-54.6% | $159,436-49.9% | $167,490-52.3% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.2pp |
| Annual return | 15.87% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,271 | $5,297-57.1% | $4,829-53.0% | $4,837-53.1% |
| Participant deferral / active EE | $7,021 | $7,750-9.4% | $7,352-4.5% | $6,341+10.7% |
| Admin fee / account holder | $443 | $12,554-96.5% | $10,799-95.9% | $12,309-96.4% |