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 | $53,817 | $77,419-30.5% | $69,455-22.5% | $152,861-64.8% |
| Participation rate | 42.9% | 78.1%-35.2pp | 74.6%-31.8pp | 82.4%-39.6pp |
| Annual return | 22.44% | 39.06%-16.6pp | 28.97%-6.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,635 | $3,315+9.6% | $2,779+30.8% | $4,762-23.7% |
| Participant deferral / active EE | $8,745 | $4,414+98.1% | $3,535+147.3% | $5,850+49.5% |
| Admin fee / account holder | $4,524 | $6,207-27.1% | $3,839+17.8% | $11,596-61.0% |