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 | $91,783 | $175,202-47.6% | $149,673-38.7% | $139,434-34.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 11.92% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $6,472 | $5,474+18.2% | $4,818+34.3% | $4,751+36.2% |
| Participant deferral / active EE | $3,639 | $6,519-44.2% | $5,680-35.9% | $6,710-45.8% |
| Admin fee / account holder | $41,814 | $16,150+158.9% | $13,210+216.5% | $11,403+266.7% |