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 | $56,346 | $135,635-58.5% | $110,238-48.9% | $135,375-58.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | 6.49% | 513.19%-506.7pp | 314.74%-308.3pp | 519.73%-513.2pp |
| Employer contribution / active EE | $1,395 | $4,906-71.6% | $3,826-63.5% | $4,779-70.8% |
| Participant deferral / active EE | $3,166 | $5,506-42.5% | $4,672-32.2% | $5,609-43.6% |
| Admin fee / account holder | $518 | $11,457-95.5% | $8,547-93.9% | $10,827-95.2% |