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 | $86,111 | $209,411-58.9% | $178,490-51.8% | $158,922-45.8% |
| Participation rate | 54.5% | 86.3%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 9.50% | 188.75%-179.3pp | 151.07%-141.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,405 | $5,706-75.4% | $5,011-72.0% | $4,761-70.5% |
| Participant deferral / active EE | $2,509 | $5,954-57.9% | $5,202-51.8% | $5,982-58.1% |
| Admin fee / account holder | $1,910 | $17,074-88.8% | $13,984-86.3% | $11,246-83.0% |