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 | $113,764 | $162,781-30.1% | $133,956-15.1% | $158,922-28.4% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 50.01% | 41.94%+8.1pp | 45.09%+4.9pp | 302.83%-252.8pp |
| Employer contribution / active EE | $1,214 | $4,975-75.6% | $3,919-69.0% | $4,761-74.5% |
| Participant deferral / active EE | $2,623 | $5,911-55.6% | $5,048-48.0% | $5,982-56.1% |
| Admin fee / account holder | $2,085 | $11,736-82.2% | $8,927-76.6% | $11,246-81.5% |