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 | $77,137 | $209,411-63.2% | $178,490-56.8% | $158,922-51.5% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 11.79% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,940 | $5,706-66.0% | $5,011-61.3% | $4,761-59.2% |
| Participant deferral / active EE | $5,205 | $5,954-12.6% | $5,202+0.1% | $5,982-13.0% |
| Admin fee / account holder | $14,394 | $17,074-15.7% | $13,984+2.9% | $11,246+28.0% |