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 | $53,399 | $114,381-53.3% | $107,525-50.3% | $142,382-62.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 27.84% | 242.71%-214.9pp | 181.32%-153.5pp | 217.08%-189.2pp |
| Employer contribution / active EE | $1,471 | $4,015-63.4% | $3,754-60.8% | $4,299-65.8% |
| Participant deferral / active EE | $3,696 | $5,564-33.6% | $5,116-27.7% | $6,507-43.2% |
| Admin fee / account holder | $12,704 | $9,860+28.8% | $8,919+42.4% | $12,624+0.6% |