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 | $69,974 | $183,963-62.0% | $162,163-56.8% | $152,861-54.2% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.6%-32.0pp | 82.4%-26.9pp |
| Annual return | 18.78% | 150.76%-132.0pp | 115.59%-96.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,419 | $6,371-62.0% | $5,614-56.9% | $4,762-49.2% |
| Participant deferral / active EE | $4,271 | $8,034-46.8% | $7,298-41.5% | $5,850-27.0% |
| Admin fee / account holder | $13,847 | $13,121+5.5% | $10,843+27.7% | $11,596+19.4% |