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 | $76,017 | $142,405-46.6% | $115,157-34.0% | $152,861-50.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 21.89% | 41.48%-19.6pp | 35.60%-13.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,056 | $4,010-73.7% | $3,179-66.8% | $4,762-77.8% |
| Participant deferral / active EE | $2,035 | $5,164-60.6% | $4,168-51.2% | $5,850-65.2% |
| Admin fee / account holder | $1,463 | $8,462-82.7% | $7,088-79.4% | $11,596-87.4% |