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 | $63,020 | $124,319-49.3% | $111,297-43.4% | $167,490-62.4% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 25.71% | 37.44%-11.7pp | 54.65%-28.9pp | 478.56%-452.8pp |
| Employer contribution / active EE | $1,998 | $3,435-41.8% | $2,731-26.8% | $4,837-58.7% |
| Participant deferral / active EE | $2,923 | $5,180-43.6% | $4,487-34.9% | $6,341-53.9% |
| Admin fee / account holder | $3,357 | $10,618-68.4% | $7,964-57.8% | $12,309-72.7% |