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 | $95,253 | $226,064-57.9% | $182,532-47.8% | $152,861-37.7% |
| Participation rate | 47.6% | 82.5%-34.8pp | 78.0%-30.4pp | 82.4%-34.8pp |
| Annual return | 21.37% | 192.51%-171.1pp | 148.54%-127.2pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,559 | $4,978-68.7% | $4,076-61.8% | $4,762-67.3% |
| Participant deferral / active EE | $2,803 | $6,368-56.0% | $5,524-49.3% | $5,850-52.1% |
| Admin fee / account holder | $6,436 | $10,703-39.9% | $8,592-25.1% | $11,596-44.5% |