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 | $100,624 | $165,335-39.1% | $149,696-32.8% | $158,922-36.7% |
| Participation rate | 47.8% | 84.6%-36.7pp | 82.5%-34.6pp | 82.0%-34.1pp |
| Annual return | 18.44% | 348.15%-329.7pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,007 | $5,103-80.3% | $4,644-78.3% | $4,761-78.9% |
| Participant deferral / active EE | $3,254 | $7,181-54.7% | $6,842-52.4% | $5,982-45.6% |
| Admin fee / account holder | $917 | $10,807-91.5% | $9,309-90.1% | $11,246-91.8% |