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 | $69,601 | $115,770-39.9% | $101,248-31.3% | $158,922-56.2% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 13.15% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,244 | $4,175-70.2% | $3,660-66.0% | $4,761-73.9% |
| Participant deferral / active EE | $2,847 | $4,957-42.6% | $4,370-34.9% | $5,982-52.4% |
| Admin fee / account holder | $1,415 | $7,245-80.5% | $5,945-76.2% | $11,246-87.4% |