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 | $77,802 | $117,841-34.0% | $102,423-24.0% | $145,922-46.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.64% | 31.65%-13.0pp | 29.32%-10.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,315 | $3,615-63.6% | $3,023-56.5% | $4,660-71.8% |
| Participant deferral / active EE | $3,289 | $5,731-42.6% | $5,053-34.9% | $6,688-50.8% |
| Admin fee / account holder | $4,000 | $13,326-70.0% | $9,451-57.7% | $13,397-70.1% |