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 | $62,239 | $148,534-58.1% | $135,903-54.2% | $139,434-55.4% |
| Participation rate | 54.2% | 83.9%-29.7pp | 81.9%-27.7pp | 80.3%-26.2pp |
| Annual return | 21.86% | 79.19%-57.3pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,528 | $5,243-51.8% | $4,856-48.0% | $4,751-46.8% |
| Participant deferral / active EE | $6,694 | $8,100-17.4% | $7,758-13.7% | $6,710-0.2% |
| Admin fee / account holder | $1,228 | $12,400-90.1% | $10,762-88.6% | $11,403-89.2% |