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 | $74,853 | $109,327-31.5% | $89,391-16.3% | $158,922-52.9% |
| Participation rate | 34.8% | 74.3%-39.5pp | 68.0%-33.2pp | 82.0%-47.2pp |
| Annual return | 19.52% | 345.68%-326.2pp | 245.62%-226.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $836 | $3,170-73.6% | $2,586-67.6% | $4,761-82.4% |
| Participant deferral / active EE | $2,391 | $4,598-48.0% | $3,890-38.5% | $5,982-60.0% |
| Admin fee / account holder | $2,243 | $6,153-63.5% | $4,881-54.0% | $11,246-80.1% |