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 | $25,490 | $148,534-82.8% | $135,903-81.2% | $139,434-81.7% |
| Participation rate | 65.2% | 83.9%-18.6pp | 81.9%-16.7pp | 80.3%-15.1pp |
| Annual return | 13.50% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,077 | $5,243-79.5% | $4,856-77.8% | $4,751-77.3% |
| Participant deferral / active EE | $2,509 | $8,100-69.0% | $7,758-67.7% | $6,710-62.6% |
| Admin fee / account holder | $3,236 | $12,400-73.9% | $10,762-69.9% | $11,403-71.6% |