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 | $83,126 | $99,877-16.8% | $84,966-2.2% | $145,922-43.0% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 11.26% | 83.76%-72.5pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,036 | $3,231-67.9% | $2,727-62.0% | $4,660-77.8% |
| Participant deferral / active EE | $2,225 | $5,291-58.0% | $4,519-50.8% | $6,688-66.7% |
| Admin fee / account holder | $391 | $7,248-94.6% | $6,149-93.6% | $13,397-97.1% |