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 | $97,413 | $150,187-35.1% | $120,354-19.1% | $145,922-33.2% |
| Participation rate | 38.5% | 78.8%-40.3pp | 71.9%-33.4pp | 80.3%-41.8pp |
| Annual return | 16.12% | 154.07%-137.9pp | 107.15%-91.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,294 | $4,348-70.2% | $3,463-62.6% | $4,660-72.2% |
| Participant deferral / active EE | $3,197 | $6,173-48.2% | $4,991-35.9% | $6,688-52.2% |
| Admin fee / account holder | $4,794 | $12,207-60.7% | $9,423-49.1% | $13,397-64.2% |