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 | $71,716 | $209,411-65.8% | $178,490-59.8% | $158,922-54.9% |
| Participation rate | 45.5% | 86.3%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 24.81% | 188.75%-163.9pp | 151.07%-126.3pp | 302.83%-278.0pp |
| Employer contribution / active EE | $4,667 | $5,706-18.2% | $5,011-6.9% | $4,761-2.0% |
| Participant deferral / active EE | $4,028 | $5,954-32.3% | $5,202-22.6% | $5,982-32.7% |
| Admin fee / account holder | $955 | $17,074-94.4% | $13,984-93.2% | $11,246-91.5% |