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 | $69,078 | $176,377-60.8% | $134,143-48.5% | $158,922-56.5% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 16.89% | 63.63%-46.7pp | 36.33%-19.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,210 | $5,040-56.1% | $3,704-40.3% | $4,761-53.6% |
| Participant deferral / active EE | $4,534 | $4,091+10.8% | $3,499+29.6% | $5,982-24.2% |
| Admin fee / account holder | $7,552 | $8,718-13.4% | $6,684+13.0% | $11,246-32.8% |