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 | $74,262 | $183,963-59.6% | $162,163-54.2% | $152,861-51.4% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.4%-18.8pp |
| Annual return | 30.56% | 150.76%-120.2pp | 115.59%-85.0pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,840 | $6,371-55.4% | $5,614-49.4% | $4,762-40.4% |
| Participant deferral / active EE | $5,994 | $8,034-25.4% | $7,298-17.9% | $5,850+2.5% |
| Admin fee / account holder | $318 | $13,121-97.6% | $10,843-97.1% | $11,596-97.3% |