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 | $15,907 | $96,484-83.5% | $75,886-79.0% | $152,861-89.6% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.3%-0.1pp | 82.4%-13.2pp |
| Annual return | 19.74% | 33.98%-14.2pp | 30.76%-11.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,153 | $3,309-65.2% | $2,500-53.9% | $4,762-75.8% |
| Participant deferral / active EE | $3,698 | $4,553-18.8% | $3,603+2.6% | $5,850-36.8% |
| Admin fee / account holder | $1,475 | $8,078-81.7% | $5,418-72.8% | $11,596-87.3% |