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 | $47,733 | $209,411-77.2% | $178,490-73.3% | $158,922-70.0% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 17.56% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,217 | $5,706-78.7% | $5,011-75.7% | $4,761-74.4% |
| Participant deferral / active EE | $2,635 | $5,954-55.7% | $5,202-49.3% | $5,982-55.9% |
| Admin fee / account holder | $4,029 | $17,074-76.4% | $13,984-71.2% | $11,246-64.2% |