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 | $97,273 | $114,381-15.0% | $107,525-9.5% | $142,382-31.7% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.1%-20.1pp | 80.1%-25.1pp |
| Annual return | 17.76% | 242.71%-224.9pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,059 | $4,015-48.7% | $3,754-45.2% | $4,299-52.1% |
| Participant deferral / active EE | $4,440 | $5,564-20.2% | $5,116-13.2% | $6,507-31.8% |
| Admin fee / account holder | $2,519 | $9,860-74.5% | $8,919-71.8% | $12,624-80.0% |