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 | $104,332 | $127,065-17.9% | $113,168-7.8% | $142,382-26.7% |
| Participation rate | 9.1% | 79.2%-70.1pp | 76.6%-67.5pp | 80.1%-71.0pp |
| Annual return | 19.45% | 24.03%-4.6pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,210 | $3,442+22.3% | $2,975+41.5% | $4,299-2.1% |
| Participant deferral / active EE | $7,096 | $5,716+24.1% | $5,107+39.0% | $6,507+9.0% |
| Admin fee / account holder | $21,876 | $15,736+39.0% | $12,068+81.3% | $12,624+73.3% |