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 | $30,600 | $157,256-80.5% | $141,162-78.3% | $152,861-80.0% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.4%-21.3pp |
| Annual return | 17.33% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,438 | $5,261-53.7% | $4,735-48.5% | $4,762-48.8% |
| Participant deferral / active EE | $5,112 | $7,109-28.1% | $6,709-23.8% | $5,850-12.6% |
| Admin fee / account holder | $11,941 | $12,120-1.5% | $10,261+16.4% | $11,596+3.0% |