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 | $39,466 | $152,587-74.1% | $125,175-68.5% | $152,861-74.2% |
| Participation rate | 64.3% | 83.3%-19.1pp | 79.8%-15.5pp | 82.4%-18.2pp |
| Annual return | 19.09% | 54.84%-35.7pp | 43.79%-24.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,101 | $4,946-77.7% | $3,865-71.5% | $4,762-76.9% |
| Participant deferral / active EE | $1,975 | $5,868-66.3% | $4,937-60.0% | $5,850-66.2% |
| Admin fee / account holder | $420 | $13,434-96.9% | $9,702-95.7% | $11,596-96.4% |