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 | $103,902 | $183,963-43.5% | $162,163-35.9% | $152,861-32.0% |
| Participation rate | 43.5% | 88.5%-45.0pp | 87.6%-44.1pp | 82.4%-39.0pp |
| Annual return | 17.05% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,811 | $6,371-40.2% | $5,614-32.1% | $4,762-20.0% |
| Participant deferral / active EE | $3,593 | $8,034-55.3% | $7,298-50.8% | $5,850-38.6% |
| Admin fee / account holder | $18,422 | $13,121+40.4% | $10,843+69.9% | $11,596+58.9% |