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 | $92,341 | $115,770-20.2% | $101,248-8.8% | $158,922-41.9% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.6pp | 82.0%-18.8pp |
| Annual return | 11.81% | 56.14%-44.3pp | 46.47%-34.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,058 | $4,175-74.7% | $3,660-71.1% | $4,761-77.8% |
| Participant deferral / active EE | $4,326 | $4,957-12.7% | $4,370-1.0% | $5,982-27.7% |
| Admin fee / account holder | $14,714 | $7,245+103.1% | $5,945+147.5% | $11,246+30.8% |