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 | $103,940 | $165,335-37.1% | $149,696-30.6% | $158,922-34.6% |
| Participation rate | 45.8% | 84.6%-38.7pp | 82.5%-36.6pp | 82.0%-36.1pp |
| Annual return | 19.68% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,866 | $5,103-63.4% | $4,644-59.8% | $4,761-60.8% |
| Participant deferral / active EE | $5,635 | $7,181-21.5% | $6,842-17.6% | $5,982-5.8% |
| Admin fee / account holder | $8,628 | $10,807-20.2% | $9,309-7.3% | $11,246-23.3% |