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 | $60,504 | $99,877-39.4% | $84,966-28.8% | $145,922-58.5% |
| Participation rate | 52.9% | 74.1%-21.1pp | 67.5%-14.6pp | 80.3%-27.3pp |
| Annual return | 12.39% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,276 | $3,231-29.6% | $2,727-16.5% | $4,660-51.1% |
| Participant deferral / active EE | $5,767 | $5,291+9.0% | $4,519+27.6% | $6,688-13.8% |
| Admin fee / account holder | $343 | $7,248-95.3% | $6,149-94.4% | $13,397-97.4% |