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 | $59,237 | $111,724-47.0% | $93,606-36.7% | $145,922-59.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 10.35% | 202.98%-192.6pp | 133.20%-122.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,787 | $3,090-42.2% | $2,420-26.1% | $4,660-61.6% |
| Participant deferral / active EE | $3,289 | $4,912-33.0% | $4,411-25.4% | $6,688-50.8% |
| Admin fee / account holder | $5,998 | $10,250-41.5% | $8,285-27.6% | $13,397-55.2% |