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 | $95,633 | $112,096-14.7% | $95,952-0.3% | $158,922-39.8% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 26.18% | 171.09%-144.9pp | 91.61%-65.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,490 | $3,198-53.4% | $2,541-41.4% | $4,761-68.7% |
| Participant deferral / active EE | $5,161 | $4,784+7.9% | $4,167+23.9% | $5,982-13.7% |
| Admin fee / account holder | $3,606 | $10,130-64.4% | $6,795-46.9% | $11,246-67.9% |