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 | $105,639 | $198,466-46.8% | $170,442-38.0% | $147,584-28.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 26.75% | 257.29%-230.5pp | 205.93%-179.2pp | 578.55%-551.8pp |
| Employer contribution / active EE | $3,228 | $6,184-47.8% | $5,433-40.6% | $4,876-33.8% |
| Participant deferral / active EE | $3,845 | $5,629-31.7% | $4,939-22.2% | $5,439-29.3% |
| Admin fee / account holder | $2,798 | $16,852-83.4% | $13,880-79.8% | $10,885-74.3% |