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 | $65,583 | $165,335-60.3% | $149,696-56.2% | $158,922-58.7% |
| Participation rate | 55.0% | 84.6%-29.6pp | 82.5%-27.5pp | 82.0%-27.0pp |
| Annual return | 17.85% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,090 | $5,103-78.6% | $4,644-76.5% | $4,761-77.1% |
| Participant deferral / active EE | $3,649 | $7,181-49.2% | $6,842-46.7% | $5,982-39.0% |
| Admin fee / account holder | $1,396 | $10,807-87.1% | $9,309-85.0% | $11,246-87.6% |