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 | $57,433 | $175,202-67.2% | $149,673-61.6% | $139,434-58.8% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 19.61% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,729 | $5,474-68.4% | $4,818-64.1% | $4,751-63.6% |
| Participant deferral / active EE | $3,176 | $6,519-51.3% | $5,680-44.1% | $6,710-52.7% |
| Admin fee / account holder | $335 | $16,150-97.9% | $13,210-97.5% | $11,403-97.1% |