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 | $85,711 | $176,056-51.3% | $159,436-46.2% | $167,490-48.8% |
| Participation rate | 64.3% | 84.9%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 16.00% | 331.75%-315.7pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,430 | $5,297-73.0% | $4,829-70.4% | $4,837-70.4% |
| Participant deferral / active EE | $4,857 | $7,750-37.3% | $7,352-33.9% | $6,341-23.4% |
| Admin fee / account holder | $2,776 | $12,554-77.9% | $10,799-74.3% | $12,309-77.4% |