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 | $53,420 | $115,882-53.9% | $100,516-46.9% | $158,922-66.4% |
| Participation rate | 55.0% | 81.6%-26.6pp | 79.4%-24.4pp | 82.0%-27.0pp |
| Annual return | 17.75% | 34.79%-17.0pp | 30.89%-13.1pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,616 | $4,103-60.6% | $3,418-52.7% | $4,761-66.1% |
| Participant deferral / active EE | $3,255 | $6,674-51.2% | $6,270-48.1% | $5,982-45.6% |
| Admin fee / account holder | $14,661 | $10,995+33.3% | $8,081+81.4% | $11,246+30.4% |