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 | $102,783 | $176,056-41.6% | $159,436-35.5% | $167,490-38.6% |
| Participation rate | 47.6% | 84.9%-37.3pp | 82.8%-35.2pp | 82.1%-34.5pp |
| Annual return | 11.00% | 331.75%-320.7pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,602 | $5,297-69.8% | $4,829-66.8% | $4,837-66.9% |
| Participant deferral / active EE | $3,635 | $7,750-53.1% | $7,352-50.6% | $6,341-42.7% |
| Admin fee / account holder | $12,036 | $12,554-4.1% | $10,799+11.5% | $12,309-2.2% |