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 | $70,453 | $232,540-69.7% | $185,117-61.9% | $147,584-52.3% |
| Participation rate | 42.9% | 82.4%-39.5pp | 77.3%-34.4pp | 82.8%-40.0pp |
| Annual return | 21.95% | 43.03%-21.1pp | 40.50%-18.5pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,808 | $5,195-65.2% | $4,182-56.8% | $4,876-62.9% |
| Participant deferral / active EE | $1,473 | $5,834-74.7% | $5,045-70.8% | $5,439-72.9% |
| Admin fee / account holder | $3,515 | $10,275-65.8% | $8,159-56.9% | $10,885-67.7% |