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 | $50,464 | $179,726-71.9% | $156,263-67.7% | $142,382-64.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 13.61% | 77.86%-64.2pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,279 | $5,069-74.8% | $4,333-70.5% | $4,299-70.3% |
| Participant deferral / active EE | $8,070 | $6,956+16.0% | $6,158+31.0% | $6,507+24.0% |
| Admin fee / account holder | $598 | $17,272-96.5% | $14,255-95.8% | $12,624-95.3% |