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 | $44,822 | $165,335-72.9% | $149,696-70.1% | $158,922-71.8% |
| Participation rate | 68.2% | 84.6%-16.4pp | 82.5%-14.3pp | 82.0%-13.8pp |
| Annual return | 20.46% | 348.15%-327.7pp | 276.60%-256.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,378 | $5,103-53.4% | $4,644-48.8% | $4,761-50.1% |
| Participant deferral / active EE | $5,910 | $7,181-17.7% | $6,842-13.6% | $5,982-1.2% |
| Admin fee / account holder | $2,074 | $10,807-80.8% | $9,309-77.7% | $11,246-81.6% |