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 | $85,181 | $115,770-26.4% | $101,248-15.9% | $158,922-46.4% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 10.23% | 56.14%-45.9pp | 46.47%-36.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,922 | $4,175-53.9% | $3,660-47.5% | $4,761-59.6% |
| Participant deferral / active EE | $4,932 | $4,957-0.5% | $4,370+12.9% | $5,982-17.6% |
| Admin fee / account holder | $6,173 | $7,245-14.8% | $5,945+3.8% | $11,246-45.1% |