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 | $64,452 | $102,966-37.4% | $90,281-28.6% | $152,861-57.8% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 22.78% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,116 | $3,139-32.6% | $2,854-25.9% | $4,762-55.6% |
| Participant deferral / active EE | $5,271 | $4,281+23.1% | $3,885+35.7% | $5,850-9.9% |
| Admin fee / account holder | $4,733 | $6,171-23.3% | $5,351-11.6% | $11,596-59.2% |