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 | $70,016 | $176,056-60.2% | $159,436-56.1% | $167,490-58.2% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 16.57% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,333 | $5,297-37.1% | $4,829-31.0% | $4,837-31.1% |
| Participant deferral / active EE | $9,604 | $7,750+23.9% | $7,352+30.6% | $6,341+51.5% |
| Admin fee / account holder | $5,381 | $12,554-57.1% | $10,799-50.2% | $12,309-56.3% |