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 | $77,293 | $127,264-39.3% | $109,895-29.7% | $167,490-53.9% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.2%-29.8pp | 82.1%-37.7pp |
| Annual return | 17.60% | 22.97%-5.4pp | 29.45%-11.9pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,865 | $3,322-43.9% | $2,842-34.4% | $4,837-61.4% |
| Participant deferral / active EE | $4,463 | $4,514-1.1% | $4,048+10.3% | $6,341-29.6% |
| Admin fee / account holder | $362 | $7,114-94.9% | $6,066-94.0% | $12,309-97.1% |