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 | $58,980 | $104,664-43.6% | $85,682-31.2% | $167,490-64.8% |
| Participation rate | 61.5% | 76.4%-14.8pp | 69.9%-8.3pp | 82.1%-20.6pp |
| Annual return | 11.90% | 21.45%-9.5pp | 21.49%-9.6pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,103 | $3,337-66.9% | $2,618-57.9% | $4,837-77.2% |
| Participant deferral / active EE | $1,716 | $4,824-64.4% | $3,923-56.3% | $6,341-72.9% |
| Admin fee / account holder | $1,367 | $10,032-86.4% | $6,873-80.1% | $12,309-88.9% |