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 | $66,930 | $165,335-59.5% | $149,696-55.3% | $158,922-57.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.10% | 348.15%-333.0pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,666 | $5,103-28.2% | $4,644-21.1% | $4,761-23.0% |
| Participant deferral / active EE | $6,666 | $7,181-7.2% | $6,842-2.6% | $5,982+11.4% |
| Admin fee / account holder | $354 | $10,807-96.7% | $9,309-96.2% | $11,246-96.9% |