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 | $69,107 | $176,812-60.9% | $146,665-52.9% | $167,490-58.7% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 18.57% | 24.03%-5.5pp | 22.74%-4.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,200 | $5,160-57.4% | $4,136-46.8% | $4,837-54.5% |
| Participant deferral / active EE | $2,626 | $6,440-59.2% | $5,506-52.3% | $6,341-58.6% |
| Admin fee / account holder | $954 | $13,259-92.8% | $10,280-90.7% | $12,309-92.2% |