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 | $95,833 | $165,335-42.0% | $149,696-36.0% | $158,922-39.7% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 28.84% | 348.15%-319.3pp | 276.60%-247.8pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,974 | $5,103-61.3% | $4,644-57.5% | $4,761-58.5% |
| Participant deferral / active EE | $8,689 | $7,181+21.0% | $6,842+27.0% | $5,982+45.3% |
| Admin fee / account holder | $7,233 | $10,807-33.1% | $9,309-22.3% | $11,246-35.7% |