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 | $118,725 | $232,540-48.9% | $185,117-35.9% | $147,584-19.6% |
| Participation rate | 44.4% | 82.4%-37.9pp | 77.3%-32.8pp | 82.8%-38.4pp |
| Annual return | 20.79% | 43.03%-22.2pp | 40.50%-19.7pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,136 | $5,195-58.9% | $4,182-48.9% | $4,876-56.2% |
| Participant deferral / active EE | $1,962 | $5,834-66.4% | $5,045-61.1% | $5,439-63.9% |
| Admin fee / account holder | $2,523 | $10,275-75.4% | $8,159-69.1% | $10,885-76.8% |