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 | $64,350 | $112,096-42.6% | $95,952-32.9% | $158,922-59.5% |
| Participation rate | 46.2% | 79.0%-32.8pp | 77.1%-30.9pp | 82.0%-35.8pp |
| Annual return | 16.39% | 171.09%-154.7pp | 91.61%-75.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $775 | $3,198-75.8% | $2,541-69.5% | $4,761-83.7% |
| Participant deferral / active EE | $2,423 | $4,784-49.4% | $4,167-41.9% | $5,982-59.5% |
| Admin fee / account holder | $1,242 | $10,130-87.7% | $6,795-81.7% | $11,246-89.0% |