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 | $57,061 | $165,912-65.6% | $122,332-53.4% | $147,584-61.3% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 17.16% | 34.55%-17.4pp | 30.27%-13.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,120 | $5,754-63.2% | $4,050-47.7% | $4,876-56.5% |
| Participant deferral / active EE | $3,485 | $4,005-13.0% | $3,287+6.0% | $5,439-35.9% |
| Admin fee / account holder | $2,009 | $7,424-72.9% | $5,478-63.3% | $10,885-81.5% |