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 | $83,656 | $144,119-42.0% | $117,854-29.0% | $147,584-43.3% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 16.92% | 531.15%-514.2pp | 335.08%-318.2pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,807 | $4,896-63.1% | $3,786-52.3% | $4,876-62.9% |
| Participant deferral / active EE | $2,897 | $5,316-45.5% | $4,482-35.4% | $5,439-46.7% |
| Admin fee / account holder | $6,698 | $10,886-38.5% | $8,020-16.5% | $10,885-38.5% |