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 | $125,624 | $209,411-40.0% | $178,490-29.6% | $158,922-21.0% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 11.80% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,996 | $5,706-65.0% | $5,011-60.2% | $4,761-58.1% |
| Participant deferral / active EE | $4,679 | $5,954-21.4% | $5,202-10.1% | $5,982-21.8% |
| Admin fee / account holder | $5,594 | $17,074-67.2% | $13,984-60.0% | $11,246-50.3% |