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 | $52,829 | $114,381-53.8% | $107,525-50.9% | $142,382-62.9% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 16.75% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,022 | $4,015-49.6% | $3,754-46.1% | $4,299-53.0% |
| Participant deferral / active EE | $5,900 | $5,564+6.0% | $5,116+15.3% | $6,507-9.3% |
| Admin fee / account holder | $544 | $9,860-94.5% | $8,919-93.9% | $12,624-95.7% |