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 | $62,248 | $159,602-61.0% | $150,045-58.5% | $142,382-56.3% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.3%-35.0pp | 80.1%-32.8pp |
| Annual return | 18.90% | 70.24%-51.3pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,662 | $4,961-66.5% | $4,693-64.6% | $4,299-61.3% |
| Participant deferral / active EE | $4,895 | $8,310-41.1% | $7,997-38.8% | $6,507-24.8% |
| Admin fee / account holder | $5,317 | $14,846-64.2% | $13,435-60.4% | $12,624-57.9% |