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 | $89,598 | $217,402-58.8% | $185,823-51.8% | $167,490-46.5% |
| Participation rate | 63.2% | 86.0%-22.9pp | 81.7%-18.5pp | 82.1%-18.9pp |
| Annual return | 14.17% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,504 | $5,873-40.3% | $5,167-32.2% | $4,837-27.6% |
| Participant deferral / active EE | $6,245 | $6,356-1.8% | $5,568+12.2% | $6,341-1.5% |
| Admin fee / account holder | $5,980 | $19,811-69.8% | $16,237-63.2% | $12,309-51.4% |