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 | $98,842 | $175,202-43.6% | $149,673-34.0% | $139,434-29.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.74% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,689 | $5,474-69.1% | $4,818-64.9% | $4,751-64.4% |
| Participant deferral / active EE | $10,395 | $6,519+59.5% | $5,680+83.0% | $6,710+54.9% |
| Admin fee / account holder | $861 | $16,150-94.7% | $13,210-93.5% | $11,403-92.4% |