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 | $78,158 | $117,841-33.7% | $102,423-23.7% | $145,922-46.4% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 13.36% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,631 | $3,615-54.9% | $3,023-46.0% | $4,660-65.0% |
| Participant deferral / active EE | $2,232 | $5,731-61.1% | $5,053-55.8% | $6,688-66.6% |
| Admin fee / account holder | $2,218 | $13,326-83.4% | $9,451-76.5% | $13,397-83.4% |