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 | $60,992 | $99,079-38.4% | $77,999-21.8% | $273,961-77.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 7.59% | 217.93%-210.3pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,250 | $3,308-62.2% | $2,470-49.4% | $4,869-74.3% |
| Participant deferral / active EE | $1,909 | $4,306-55.7% | $3,497-45.4% | $5,287-63.9% |
| Admin fee / account holder | $1,665 | $8,954-81.4% | $5,480-69.6% | $10,132-83.6% |