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 | $58,019 | $152,587-62.0% | $125,175-53.6% | $152,861-62.0% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.4%-26.9pp |
| Annual return | 27.42% | 54.84%-27.4pp | 43.79%-16.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,765 | $4,946-64.3% | $3,865-54.3% | $4,762-62.9% |
| Participant deferral / active EE | $2,281 | $5,868-61.1% | $4,937-53.8% | $5,850-61.0% |
| Admin fee / account holder | $637 | $13,434-95.3% | $9,702-93.4% | $11,596-94.5% |