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 | $108,383 | $183,519-40.9% | $155,509-30.3% | $145,922-25.7% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 23.13% | 61.17%-38.0pp | 64.67%-41.5pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,427 | $5,313-54.3% | $4,672-48.1% | $4,660-47.9% |
| Participant deferral / active EE | $7,577 | $6,462+17.2% | $5,626+34.7% | $6,688+13.3% |
| Admin fee / account holder | $2,853 | $19,313-85.2% | $15,912-82.1% | $13,397-78.7% |