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 5-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 | $76,641 | $165,984-53.8% | $164,813-53.5% | $145,922-47.5% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-26.9pp |
| Annual return | 24.92% | 100.03%-75.1pp | 69.93%-45.0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $2,074 | $5,273-60.7% | $4,341-52.2% | $4,660-55.5% |
| Participant deferral / active EE | $3,638 | $6,959-47.7% | $6,031-39.7% | $6,688-45.6% |
| Admin fee / account holder | $1,455 | $16,648-91.3% | $12,690-88.5% | $13,397-89.1% |