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 | $58,469 | $162,781-64.1% | $133,956-56.4% | $158,922-63.2% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 13.95% | 41.94%-28.0pp | 45.09%-31.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,097 | $4,975-77.9% | $3,919-72.0% | $4,761-77.0% |
| Participant deferral / active EE | $3,443 | $5,911-41.8% | $5,048-31.8% | $5,982-42.5% |
| Admin fee / account holder | $5,577 | $11,736-52.5% | $8,927-37.5% | $11,246-50.4% |