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 | $59,381 | $107,334-44.7% | $92,893-36.1% | $152,861-61.2% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.0%-16.9pp | 82.4%-23.4pp |
| Annual return | 22.97% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,684 | $4,221-60.1% | $3,653-53.9% | $4,762-64.6% |
| Participant deferral / active EE | $3,893 | $4,845-19.6% | $4,236-8.1% | $5,850-33.5% |
| Admin fee / account holder | $1,437 | $7,079-79.7% | $5,794-75.2% | $11,596-87.6% |