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 | $72,933 | $109,982-33.7% | $97,226-25.0% | $145,922-50.0% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 13.77% | 242.90%-229.1pp | 75.13%-61.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,223 | $3,084-60.3% | $2,729-55.2% | $4,660-73.8% |
| Participant deferral / active EE | $2,528 | $4,676-45.9% | $4,264-40.7% | $6,688-62.2% |
| Admin fee / account holder | $3,449 | $6,221-44.5% | $5,654-39.0% | $13,397-74.3% |