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 | $38,266 | $152,587-74.9% | $125,175-69.4% | $152,861-75.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 21.15% | 54.84%-33.7pp | 43.79%-22.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,191 | $4,946-75.9% | $3,865-69.2% | $4,762-75.0% |
| Participant deferral / active EE | $5,013 | $5,868-14.6% | $4,937+1.5% | $5,850-14.3% |
| Admin fee / account holder | $8,902 | $13,434-33.7% | $9,702-8.2% | $11,596-23.2% |