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 | $109,674 | $165,335-33.7% | $149,696-26.7% | $158,922-31.0% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 23.79% | 348.15%-324.4pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $935 | $5,103-81.7% | $4,644-79.9% | $4,761-80.4% |
| Participant deferral / active EE | $4,031 | $7,181-43.9% | $6,842-41.1% | $5,982-32.6% |
| Admin fee / account holder | $9,825 | $10,807-9.1% | $9,309+5.5% | $11,246-12.6% |