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 | $53,304 | $56,317-5.4% | $71,209-25.1% | $74,304-28.3% |
| Participation rate | 33.0% | 55.1%-22.1pp | 73.8%-40.7pp | 60.3%-27.3pp |
| Annual return | 17.96% | 42.83%-24.9pp | 282.51%-264.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $650 | $2,160-69.9% | $2,721-76.1% | $2,241-71.0% |
| Participant deferral / active EE | $877 | $2,788-68.5% | $4,175-79.0% | $3,767-76.7% |
| Admin fee / account holder | $1,744 | $2,290-23.8% | $5,349-67.4% | $2,969-41.3% |