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 | $59,336 | $106,515-44.3% | $96,683-38.6% | $139,434-57.4% |
| Participation rate | 61.1% | 77.8%-16.7pp | 74.3%-13.2pp | 80.3%-19.2pp |
| Annual return | 11.13% | 38.43%-27.3pp | 35.69%-24.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,500 | $4,103-39.1% | $3,737-33.1% | $4,751-47.4% |
| Participant deferral / active EE | $4,862 | $5,454-10.9% | $4,878-0.3% | $6,710-27.5% |
| Admin fee / account holder | $2,419 | $7,877-69.3% | $6,730-64.1% | $11,403-78.8% |