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 | $82,131 | $202,432-59.4% | $169,368-51.5% | $139,434-41.1% |
| Participation rate | 69.2% | 81.1%-11.8pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 17.10% | 531.74%-514.6pp | 405.60%-388.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,485 | $4,692-47.0% | $4,013-38.1% | $4,751-47.7% |
| Participant deferral / active EE | $5,418 | $6,938-21.9% | $6,221-12.9% | $6,710-19.3% |
| Admin fee / account holder | $2,339 | $10,708-78.2% | $9,003-74.0% | $11,403-79.5% |