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 | $72,396 | $107,334-32.6% | $92,893-22.1% | $152,861-52.6% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.0%-17.2pp | 82.4%-23.6pp |
| Annual return | 23.25% | 145.58%-122.3pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,781 | $4,221-34.1% | $3,653-23.9% | $4,762-41.6% |
| Participant deferral / active EE | $5,704 | $4,845+17.7% | $4,236+34.6% | $5,850-2.5% |
| Admin fee / account holder | $542 | $7,079-92.4% | $5,794-90.7% | $11,596-95.3% |