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 | $50,920 | $112,096-54.6% | $95,952-46.9% | $158,922-68.0% |
| Participation rate | 56.5% | 79.0%-22.5pp | 77.1%-20.6pp | 82.0%-25.4pp |
| Annual return | 12.72% | 171.09%-158.4pp | 91.61%-78.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $870 | $3,198-72.8% | $2,541-65.8% | $4,761-81.7% |
| Participant deferral / active EE | $2,375 | $4,784-50.4% | $4,167-43.0% | $5,982-60.3% |
| Admin fee / account holder | $18,788 | $10,130+85.5% | $6,795+176.5% | $11,246+67.1% |