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 | $62,620 | $115,770-45.9% | $101,248-38.2% | $158,922-60.6% |
| Participation rate | 35.0% | 79.4%-44.4pp | 75.8%-40.8pp | 82.0%-47.0pp |
| Annual return | 20.39% | 56.14%-35.7pp | 46.47%-26.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,186 | $4,175-71.6% | $3,660-67.6% | $4,761-75.1% |
| Participant deferral / active EE | $2,988 | $4,957-39.7% | $4,370-31.6% | $5,982-50.0% |
| Admin fee / account holder | $7,779 | $7,245+7.4% | $5,945+30.8% | $11,246-30.8% |