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 | $64,657 | $118,680-45.5% | $98,907-34.6% | $158,922-59.3% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 13.19% | 372.35%-359.2pp | 196.43%-183.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,578 | $3,333-52.7% | $2,689-41.3% | $4,761-66.9% |
| Participant deferral / active EE | $2,707 | $5,088-46.8% | $4,244-36.2% | $5,982-54.7% |
| Admin fee / account holder | $553 | $10,131-94.5% | $6,642-91.7% | $11,246-95.1% |