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 | $52,370 | $162,781-67.8% | $133,956-60.9% | $158,922-67.0% |
| Participation rate | 41.2% | 83.2%-42.0pp | 79.8%-38.7pp | 82.0%-40.8pp |
| Annual return | 20.03% | 41.94%-21.9pp | 45.09%-25.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,549 | $4,975-68.9% | $3,919-60.5% | $4,761-67.5% |
| Participant deferral / active EE | $3,108 | $5,911-47.4% | $5,048-38.4% | $5,982-48.0% |
| Admin fee / account holder | $3,568 | $11,736-69.6% | $8,927-60.0% | $11,246-68.3% |