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 | $79,641 | $117,841-32.4% | $102,423-22.2% | $145,922-45.4% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 17.29% | 31.65%-14.4pp | 29.32%-12.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,204 | $3,615-66.7% | $3,023-60.2% | $4,660-74.2% |
| Participant deferral / active EE | $4,570 | $5,731-20.3% | $5,053-9.6% | $6,688-31.7% |
| Admin fee / account holder | $14,095 | $13,326+5.8% | $9,451+49.1% | $13,397+5.2% |