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 | $50,313 | $198,466-74.6% | $170,442-70.5% | $147,584-65.9% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | 12.60% | 257.29%-244.7pp | 205.93%-193.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $5,093 | $6,184-17.6% | $5,433-6.2% | $4,876+4.5% |
| Participant deferral / active EE | $2,200 | $5,629-60.9% | $4,939-55.5% | $5,439-59.5% |
| Admin fee / account holder | $663 | $16,852-96.1% | $13,880-95.2% | $10,885-93.9% |