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 | $85,291 | $114,381-25.4% | $107,525-20.7% | $142,382-40.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 20.16% | 242.71%-222.5pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,290 | $4,015-18.1% | $3,754-12.4% | $4,299-23.5% |
| Participant deferral / active EE | $8,669 | $5,564+55.8% | $5,116+69.5% | $6,507+33.2% |
| Admin fee / account holder | $7,715 | $9,860-21.8% | $8,919-13.5% | $12,624-38.9% |