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 | $37,463 | $185,822-79.8% | $169,993-78.0% | $139,434-73.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 16.35% | 60.50%-44.2pp | 53.37%-37.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,064 | $7,590-59.6% | $6,785-54.9% | $4,751-35.5% |
| Participant deferral / active EE | $12,064 | $11,622+3.8% | $10,408+15.9% | $6,710+79.8% |
| Admin fee / account holder | $5,315 | $15,381-65.4% | $12,815-58.5% | $11,403-53.4% |