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 | $79,411 | $109,327-27.4% | $89,391-11.2% | $158,922-50.0% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.3pp | 82.0%-12.7pp |
| Annual return | 17.88% | 345.68%-327.8pp | 245.62%-227.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,410 | $3,170-55.5% | $2,586-45.4% | $4,761-70.4% |
| Participant deferral / active EE | $5,128 | $4,598+11.5% | $3,890+31.8% | $5,982-14.3% |
| Admin fee / account holder | $4,143 | $6,153-32.7% | $4,881-15.1% | $11,246-63.2% |