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 | $63,616 | $165,335-61.5% | $149,696-57.5% | $158,922-60.0% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 19.50% | 348.15%-328.6pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,379 | $5,103-53.4% | $4,644-48.8% | $4,761-50.0% |
| Participant deferral / active EE | $18,462 | $7,181+157.1% | $6,842+169.8% | $5,982+208.6% |
| Admin fee / account holder | $11,039 | $10,807+2.2% | $9,309+18.6% | $11,246-1.8% |