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 | $53,809 | $175,202-69.3% | $149,673-64.0% | $139,434-61.4% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 15.16% | 166.71%-151.5pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,411 | $5,474-74.2% | $4,818-70.7% | $4,751-70.3% |
| Participant deferral / active EE | $3,502 | $6,519-46.3% | $5,680-38.3% | $6,710-47.8% |
| Admin fee / account holder | $8,542 | $16,150-47.1% | $13,210-35.3% | $11,403-25.1% |