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 | $72,195 | $112,881-36.0% | $90,951-20.6% | $158,922-54.6% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 11.28% | 215.79%-204.5pp | 134.60%-123.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,771 | $2,893-4.2% | $2,122+30.6% | $4,761-41.8% |
| Participant deferral / active EE | $10,240 | $4,128+148.1% | $3,373+203.6% | $5,982+71.2% |
| Admin fee / account holder | $5,378 | $8,041-33.1% | $5,959-9.8% | $11,246-52.2% |