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 | $91,797 | $165,984-44.7% | $164,813-44.3% | $145,922-37.1% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.6%-32.4pp | 80.3%-34.1pp |
| Annual return | 13.70% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,210 | $5,273-77.0% | $4,341-72.1% | $4,660-74.0% |
| Participant deferral / active EE | $3,998 | $6,959-42.5% | $6,031-33.7% | $6,688-40.2% |
| Admin fee / account holder | $9,184 | $16,648-44.8% | $12,690-27.6% | $13,397-31.4% |