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 | $28,701 | $118,849-75.9% | $96,562-70.3% | $167,490-82.9% |
| Participation rate | 68.8% | 75.5%-6.7pp | 69.8%-1.1pp | 82.1%-13.4pp |
| Annual return | 16.67% | 50.49%-33.8pp | 37.78%-21.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,492 | $3,120-52.2% | $2,356-36.7% | $4,837-69.1% |
| Participant deferral / active EE | $3,814 | $4,616-17.4% | $3,849-0.9% | $6,341-39.9% |
| Admin fee / account holder | $464 | $8,065-94.3% | $6,181-92.5% | $12,309-96.2% |