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 | $73,138 | $202,432-63.9% | $169,368-56.8% | $139,434-47.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 18.64% | 531.74%-513.1pp | 405.60%-387.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,183 | $4,692-74.8% | $4,013-70.5% | $4,751-75.1% |
| Participant deferral / active EE | $1,840 | $6,938-73.5% | $6,221-70.4% | $6,710-72.6% |
| Admin fee / account holder | $15,167 | $10,708+41.6% | $9,003+68.5% | $11,403+33.0% |