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 | $84,389 | $197,591-57.3% | $177,821-52.5% | $158,922-46.9% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.7%-24.6pp | 82.0%-18.8pp |
| Annual return | 18.33% | 58.76%-40.4pp | 48.32%-30.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,341 | $6,697-50.1% | $5,918-43.5% | $4,761-29.8% |
| Participant deferral / active EE | $4,610 | $8,405-45.2% | $7,714-40.2% | $5,982-22.9% |
| Admin fee / account holder | $8,730 | $15,399-43.3% | $12,427-29.7% | $11,246-22.4% |