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 | $60,836 | $115,882-47.5% | $100,516-39.5% | $158,922-61.7% |
| Participation rate | 53.3% | 81.6%-28.2pp | 79.4%-26.1pp | 82.0%-28.6pp |
| Annual return | 18.16% | 34.79%-16.6pp | 30.89%-12.7pp | 302.83%-284.7pp |
| Employer contribution / active EE | $827 | $4,103-79.8% | $3,418-75.8% | $4,761-82.6% |
| Participant deferral / active EE | $4,089 | $6,674-38.7% | $6,270-34.8% | $5,982-31.6% |
| Admin fee / account holder | $329 | $10,995-97.0% | $8,081-95.9% | $11,246-97.1% |