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 | $85,764 | $109,327-21.6% | $89,391-4.1% | $158,922-46.0% |
| Participation rate | 69.6% | 74.3%-4.7pp | 68.0%+1.6pp | 82.0%-12.4pp |
| Annual return | 8.82% | 345.68%-336.9pp | 245.62%-236.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,636 | $3,170-48.4% | $2,586-36.7% | $4,761-65.6% |
| Participant deferral / active EE | $3,867 | $4,598-15.9% | $3,890-0.6% | $5,982-35.4% |
| Admin fee / account holder | $8,570 | $6,153+39.3% | $4,881+75.6% | $11,246-23.8% |