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 | $60,659 | $96,635-37.2% | $86,612-30.0% | $139,434-56.5% |
| Participation rate | 45.5% | 74.4%-28.9pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 19.07% | 106.41%-87.3pp | 591.07%-572.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,725 | $3,263-47.1% | $3,022-42.9% | $4,751-63.7% |
| Participant deferral / active EE | $3,383 | $4,836-30.0% | $4,438-23.8% | $6,710-49.6% |
| Admin fee / account holder | $2,695 | $6,408-57.9% | $5,614-52.0% | $11,403-76.4% |