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 | $79,674 | $157,256-49.3% | $141,162-43.6% | $152,861-47.9% |
| Participation rate | 56.5% | 84.8%-28.3pp | 82.5%-25.9pp | 82.4%-25.9pp |
| Annual return | 18.77% | 64.32%-45.6pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,520 | $5,261-71.1% | $4,735-67.9% | $4,762-68.1% |
| Participant deferral / active EE | $3,385 | $7,109-52.4% | $6,709-49.5% | $5,850-42.1% |
| Admin fee / account holder | $1,298 | $12,120-89.3% | $10,261-87.4% | $11,596-88.8% |