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 | $59,926 | $148,534-59.7% | $135,903-55.9% | $139,434-57.0% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 12.80% | 79.19%-66.4pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,265 | $5,243-56.8% | $4,856-53.4% | $4,751-52.3% |
| Participant deferral / active EE | $2,831 | $8,100-65.0% | $7,758-63.5% | $6,710-57.8% |
| Admin fee / account holder | $667 | $12,400-94.6% | $10,762-93.8% | $11,403-94.2% |