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 | $60,349 | $183,519-67.1% | $155,509-61.2% | $145,922-58.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 51.74% | 61.17%-9.4pp | 64.67%-12.9pp | 561.29%-509.5pp |
| Employer contribution / active EE | $2,708 | $5,313-49.0% | $4,672-42.0% | $4,660-41.9% |
| Participant deferral / active EE | $4,885 | $6,462-24.4% | $5,626-13.2% | $6,688-27.0% |
| Admin fee / account holder | $8,684 | $19,313-55.0% | $15,912-45.4% | $13,397-35.2% |