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 | $70,539 | $117,841-40.1% | $102,423-31.1% | $145,922-51.7% |
| Participation rate | 52.4% | 78.6%-26.2pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 23.38% | 31.65%-8.3pp | 29.32%-5.9pp | 561.29%-537.9pp |
| Employer contribution / active EE | $2,165 | $3,615-40.1% | $3,023-28.4% | $4,660-53.5% |
| Participant deferral / active EE | $3,447 | $5,731-39.9% | $5,053-31.8% | $6,688-48.5% |
| Admin fee / account holder | $6,064 | $13,326-54.5% | $9,451-35.8% | $13,397-54.7% |