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 | $84,916 | $115,770-26.7% | $101,248-16.1% | $158,922-46.6% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 20.51% | 56.14%-35.6pp | 46.47%-26.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $937 | $4,175-77.6% | $3,660-74.4% | $4,761-80.3% |
| Participant deferral / active EE | $5,119 | $4,957+3.3% | $4,370+17.1% | $5,982-14.4% |
| Admin fee / account holder | $7,681 | $7,245+6.0% | $5,945+29.2% | $11,246-31.7% |