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 | $53,987 | $165,335-67.3% | $149,696-63.9% | $158,922-66.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 31.47% | 348.15%-316.7pp | 276.60%-245.1pp | 302.83%-271.4pp |
| Employer contribution / active EE | $1,159 | $5,103-77.3% | $4,644-75.0% | $4,761-75.6% |
| Participant deferral / active EE | $2,989 | $7,181-58.4% | $6,842-56.3% | $5,982-50.0% |
| Admin fee / account holder | $334 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |