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 | $76,161 | $228,332-66.6% | $185,823-59.0% | $158,922-52.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 16.34% | 40.80%-24.5pp | 35.95%-19.6pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3,534 | $4,967-28.8% | $4,087-13.5% | $4,761-25.8% |
| Participant deferral / active EE | $10,746 | $6,415+67.5% | $5,632+90.8% | $5,982+79.6% |
| Admin fee / account holder | $14,167 | $11,864+19.4% | $9,500+49.1% | $11,246+26.0% |