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 | $64,465 | $107,934-40.3% | $91,989-29.9% | $152,861-57.8% |
| Participation rate | 63.6% | 81.2%-17.5pp | 78.6%-15.0pp | 82.4%-18.8pp |
| Annual return | 17.94% | 89.24%-71.3pp | 69.02%-51.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,212 | $4,210-71.2% | $3,452-64.9% | $4,762-74.6% |
| Participant deferral / active EE | $2,760 | $6,364-56.6% | $5,923-53.4% | $5,850-52.8% |
| Admin fee / account holder | $3,123 | $10,520-70.3% | $7,743-59.7% | $11,596-73.1% |