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 | $134,008 | $165,335-18.9% | $149,696-10.5% | $158,922-15.7% |
| Participation rate | 54.2% | 84.6%-30.4pp | 82.5%-28.3pp | 82.0%-27.8pp |
| Annual return | 21.35% | 348.15%-326.8pp | 276.60%-255.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,954 | $5,103-61.7% | $4,644-57.9% | $4,761-59.0% |
| Participant deferral / active EE | $3,324 | $7,181-53.7% | $6,842-51.4% | $5,982-44.4% |
| Admin fee / account holder | $4,812 | $10,807-55.5% | $9,309-48.3% | $11,246-57.2% |