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 | $98,943 | $209,411-52.8% | $178,490-44.6% | $158,922-37.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 11.19% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,328 | $5,706-59.2% | $5,011-53.5% | $4,761-51.1% |
| Participant deferral / active EE | $14,359 | $5,954+141.2% | $5,202+176.0% | $5,982+140.0% |
| Admin fee / account holder | $4,981 | $17,074-70.8% | $13,984-64.4% | $11,246-55.7% |