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 | $31,799 | $217,402-85.4% | $185,823-82.9% | $167,490-81.0% |
| Participation rate | 54.2% | 86.0%-31.9pp | 81.7%-27.5pp | 82.1%-27.9pp |
| Annual return | 16.64% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,378 | $5,873-76.5% | $5,167-73.3% | $4,837-71.5% |
| Participant deferral / active EE | $2,701 | $6,356-57.5% | $5,568-51.5% | $6,341-57.4% |
| Admin fee / account holder | $6,176 | $19,811-68.8% | $16,237-62.0% | $12,309-49.8% |