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 | $68,543 | $107,334-36.1% | $92,893-26.2% | $152,861-55.2% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 19.54% | 145.58%-126.0pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,018 | $4,221-75.9% | $3,653-72.1% | $4,762-78.6% |
| Participant deferral / active EE | $3,328 | $4,845-31.3% | $4,236-21.4% | $5,850-43.1% |
| Admin fee / account holder | $749 | $7,079-89.4% | $5,794-87.1% | $11,596-93.5% |