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 | $84,108 | $176,056-52.2% | $159,436-47.2% | $167,490-49.8% |
| Participation rate | 29.2% | 84.9%-55.8pp | 82.8%-53.7pp | 82.1%-52.9pp |
| Annual return | 20.23% | 331.75%-311.5pp | 263.57%-243.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,998 | $5,297-62.3% | $4,829-58.6% | $4,837-58.7% |
| Participant deferral / active EE | $4,119 | $7,750-46.9% | $7,352-44.0% | $6,341-35.0% |
| Admin fee / account holder | $3,169 | $12,554-74.8% | $10,799-70.7% | $12,309-74.3% |