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 | $76,720 | $209,411-63.4% | $178,490-57.0% | $158,922-51.7% |
| Participation rate | 47.4% | 86.3%-39.0pp | 81.9%-34.6pp | 82.0%-34.6pp |
| Annual return | 16.84% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,531 | $5,706-73.2% | $5,011-69.4% | $4,761-67.8% |
| Participant deferral / active EE | $3,457 | $5,954-41.9% | $5,202-33.5% | $5,982-42.2% |
| Admin fee / account holder | $2,037 | $17,074-88.1% | $13,984-85.4% | $11,246-81.9% |