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 | $48,793 | $209,411-76.7% | $178,490-72.7% | $158,922-69.3% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 6.70% | 188.75%-182.0pp | 151.07%-144.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,837 | $5,706-67.8% | $5,011-63.3% | $4,761-61.4% |
| Participant deferral / active EE | $5,471 | $5,954-8.1% | $5,202+5.2% | $5,982-8.5% |
| Admin fee / account holder | $5,700 | $17,074-66.6% | $13,984-59.2% | $11,246-49.3% |