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 | $74,750 | $162,781-54.1% | $133,956-44.2% | $158,922-53.0% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 18.50% | 41.94%-23.4pp | 45.09%-26.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,391 | $4,975-51.9% | $3,919-39.0% | $4,761-49.8% |
| Participant deferral / active EE | $5,756 | $5,911-2.6% | $5,048+14.0% | $5,982-3.8% |
| Admin fee / account holder | $5,089 | $11,736-56.6% | $8,927-43.0% | $11,246-54.8% |