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 | $58,199 | $198,466-70.7% | $170,442-65.9% | $147,584-60.6% |
| Participation rate | 36.8% | 88.0%-51.1pp | 83.6%-46.8pp | 82.8%-46.0pp |
| Annual return | 11.65% | 257.29%-245.6pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,263 | $6,184-63.4% | $5,433-58.3% | $4,876-53.6% |
| Participant deferral / active EE | $4,126 | $5,629-26.7% | $4,939-16.5% | $5,439-24.1% |
| Admin fee / account holder | $826 | $16,852-95.1% | $13,880-94.0% | $10,885-92.4% |