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 | $72,216 | $111,724-35.4% | $93,606-22.9% | $145,922-50.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.53% | 202.98%-189.4pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,549 | $3,090-49.9% | $2,420-36.0% | $4,660-66.7% |
| Participant deferral / active EE | $4,163 | $4,912-15.2% | $4,411-5.6% | $6,688-37.8% |
| Admin fee / account holder | $6,552 | $10,250-36.1% | $8,285-20.9% | $13,397-51.1% |