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 | $81,408 | $176,377-53.8% | $134,143-39.3% | $158,922-48.8% |
| Participation rate | 36.8% | 78.7%-41.9pp | 72.2%-35.3pp | 82.0%-45.1pp |
| Annual return | 9.97% | 63.63%-53.7pp | 36.33%-26.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $281 | $5,040-94.4% | $3,704-92.4% | $4,761-94.1% |
| Participant deferral / active EE | $1,326 | $4,091-67.6% | $3,499-62.1% | $5,982-77.8% |
| Admin fee / account holder | $5,835 | $8,718-33.1% | $6,684-12.7% | $11,246-48.1% |