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 | $66,738 | $100,773-33.8% | $88,946-25.0% | $142,382-53.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 16.19% | 70.18%-54.0pp | 57.82%-41.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $840 | $2,918-71.2% | $2,555-67.1% | $4,299-80.5% |
| Participant deferral / active EE | $1,024 | $5,230-80.4% | $4,581-77.7% | $6,507-84.3% |
| Admin fee / account holder | $3,595 | $9,693-62.9% | $8,261-56.5% | $12,624-71.5% |