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 | $61,779 | $118,849-48.0% | $96,562-36.0% | $167,490-63.1% |
| Participation rate | 52.9% | 75.5%-22.5pp | 69.8%-16.9pp | 82.1%-29.2pp |
| Annual return | 11.93% | 50.49%-38.6pp | 37.78%-25.9pp | 478.56%-466.6pp |
| Employer contribution / active EE | $970 | $3,120-68.9% | $2,356-58.8% | $4,837-79.9% |
| Participant deferral / active EE | $1,264 | $4,616-72.6% | $3,849-67.2% | $6,341-80.1% |
| Admin fee / account holder | $1,878 | $8,065-76.7% | $6,181-69.6% | $12,309-84.7% |