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 | $89,204 | $154,117-42.1% | $129,995-31.4% | $139,434-36.0% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 27.02% | 32.48%-5.5pp | -137.18%+164.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,416 | $5,289-54.3% | $4,320-44.1% | $4,751-49.1% |
| Participant deferral / active EE | $3,932 | $6,710-41.4% | $5,820-32.4% | $6,710-41.4% |
| Admin fee / account holder | $1,316 | $14,007-90.6% | $10,614-87.6% | $11,403-88.5% |