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 | $50,317 | $144,119-65.1% | $117,854-57.3% | $147,584-65.9% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 16.80% | 531.15%-514.4pp | 335.08%-318.3pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,895 | $4,896-20.5% | $3,786+2.9% | $4,876-20.1% |
| Participant deferral / active EE | $4,689 | $5,316-11.8% | $4,482+4.6% | $5,439-13.8% |
| Admin fee / account holder | $6,439 | $10,886-40.8% | $8,020-19.7% | $10,885-40.8% |