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 | $96,517 | $217,402-55.6% | $185,823-48.1% | $167,490-42.4% |
| Participation rate | 64.3% | 86.0%-21.8pp | 81.7%-17.4pp | 82.1%-17.8pp |
| Annual return | 16.72% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,405 | $5,873-76.1% | $5,167-72.8% | $4,837-71.0% |
| Participant deferral / active EE | $5,635 | $6,356-11.4% | $5,568+1.2% | $6,341-11.1% |
| Admin fee / account holder | $836 | $19,811-95.8% | $16,237-94.9% | $12,309-93.2% |