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 | $39,428 | $157,256-74.9% | $141,162-72.1% | $152,861-74.2% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 24.07% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,816 | $5,261-65.5% | $4,735-61.7% | $4,762-61.9% |
| Participant deferral / active EE | $5,636 | $7,109-20.7% | $6,709-16.0% | $5,850-3.7% |
| Admin fee / account holder | $423 | $12,120-96.5% | $10,261-95.9% | $11,596-96.4% |