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 | $85,258 | $133,922-36.3% | $116,228-26.6% | $142,382-40.1% |
| Participation rate | 65.2% | 77.9%-12.6pp | 74.6%-9.3pp | 80.1%-14.9pp |
| Annual return | 13.76% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,232 | $3,446-64.3% | $2,994-58.9% | $4,299-71.4% |
| Participant deferral / active EE | $2,597 | $5,672-54.2% | $4,953-47.6% | $6,507-60.1% |
| Admin fee / account holder | $5,404 | $14,945-63.8% | $11,989-54.9% | $12,624-57.2% |