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 | $88,243 | $105,181-16.1% | $159,436-44.7% | $85,850+2.8% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.8%-16.9pp | 69.3%-3.4pp |
| Annual return | 17.57% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,093 | $3,318-36.9% | $4,829-56.7% | $2,565-18.4% |
| Participant deferral / active EE | $4,960 | $5,945-16.6% | $7,352-32.5% | $3,952+25.5% |
| Admin fee / account holder | $8,807 | $6,933+27.0% | $10,799-18.4% | $6,260+40.7% |