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 | $106,276 | $142,405-25.4% | $115,157-7.7% | $152,861-30.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 22.81% | 41.48%-18.7pp | 35.60%-12.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,788 | $4,010-55.4% | $3,179-43.8% | $4,762-62.5% |
| Participant deferral / active EE | $2,978 | $5,164-42.3% | $4,168-28.6% | $5,850-49.1% |
| Admin fee / account holder | $858 | $8,462-89.9% | $7,088-87.9% | $11,596-92.6% |