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 5-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 | $87,539 | $114,381-23.5% | $107,525-18.6% | $142,382-38.5% |
| Participation rate | 47.6% | 78.1%-30.5pp | 75.1%-27.5pp | 80.1%-32.5pp |
| Annual return | 16.80% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $15,025 | $4,015+274.3% | $3,754+300.3% | $4,299+249.5% |
| Participant deferral / active EE | $3,466 | $5,564-37.7% | $5,116-32.3% | $6,507-46.7% |
| Admin fee / account holder | $3,257 | $9,860-67.0% | $8,919-63.5% | $12,624-74.2% |