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 | $79,704 | $183,519-56.6% | $155,509-48.7% | $145,922-45.4% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.2pp | 80.3%-27.3pp |
| Annual return | 12.72% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,690 | $5,313-68.2% | $4,672-63.8% | $4,660-63.7% |
| Participant deferral / active EE | $4,749 | $6,462-26.5% | $5,626-15.6% | $6,688-29.0% |
| Admin fee / account holder | $15,463 | $19,313-19.9% | $15,912-2.8% | $13,397+15.4% |