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 | $78,905 | $177,572-55.6% | $154,803-49.0% | $142,382-44.6% |
| Participation rate | 57.9% | 82.1%-24.2pp | 78.1%-20.2pp | 80.1%-22.2pp |
| Annual return | 12.04% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,710 | $4,810-64.5% | $4,305-60.3% | $4,299-60.2% |
| Participant deferral / active EE | $3,968 | $6,272-36.7% | $5,540-28.4% | $6,507-39.0% |
| Admin fee / account holder | $3,368 | $16,786-79.9% | $14,329-76.5% | $12,624-73.3% |