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 | $81,939 | $152,587-46.3% | $125,175-34.5% | $152,861-46.4% |
| Participation rate | 45.5% | 83.3%-37.9pp | 79.8%-34.3pp | 82.4%-37.0pp |
| Annual return | 27.12% | 54.84%-27.7pp | 43.79%-16.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,067 | $4,946-58.2% | $3,865-46.5% | $4,762-56.6% |
| Participant deferral / active EE | $3,789 | $5,868-35.4% | $4,937-23.2% | $5,850-35.2% |
| Admin fee / account holder | $3,690 | $13,434-72.5% | $9,702-62.0% | $11,596-68.2% |