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 | $88,500 | $175,202-49.5% | $149,673-40.9% | $139,434-36.5% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 23.07% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,371 | $5,474-75.0% | $4,818-71.5% | $4,751-71.1% |
| Participant deferral / active EE | $3,113 | $6,519-52.2% | $5,680-45.2% | $6,710-53.6% |
| Admin fee / account holder | $2,650 | $16,150-83.6% | $13,210-79.9% | $11,403-76.8% |