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 | $62,638 | $148,534-57.8% | $135,903-53.9% | $139,434-55.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 30.56% | 79.19%-48.6pp | 68.23%-37.7pp | 372.94%-342.4pp |
| Employer contribution / active EE | $2,796 | $5,243-46.7% | $4,856-42.4% | $4,751-41.1% |
| Participant deferral / active EE | $6,677 | $8,100-17.6% | $7,758-13.9% | $6,710-0.5% |
| Admin fee / account holder | $4,000 | $12,400-67.7% | $10,762-62.8% | $11,403-64.9% |