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 | $87,317 | $115,770-24.6% | $101,248-13.8% | $158,922-45.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 14.52% | 56.14%-41.6pp | 46.47%-32.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,874 | $4,175-55.1% | $3,660-48.8% | $4,761-60.6% |
| Participant deferral / active EE | $4,209 | $4,957-15.1% | $4,370-3.7% | $5,982-29.6% |
| Admin fee / account holder | $5,365 | $7,245-25.9% | $5,945-9.8% | $11,246-52.3% |