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 | $116,353 | $175,202-33.6% | $149,673-22.3% | $139,434-16.6% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.5pp | 80.3%-15.1pp |
| Annual return | 12.56% | 166.71%-154.2pp | 134.42%-121.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,593 | $5,474-70.9% | $4,818-66.9% | $4,751-66.5% |
| Participant deferral / active EE | $3,080 | $6,519-52.8% | $5,680-45.8% | $6,710-54.1% |
| Admin fee / account holder | $3,155 | $16,150-80.5% | $13,210-76.1% | $11,403-72.3% |