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 | $63,318 | $209,411-69.8% | $178,490-64.5% | $158,922-60.2% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 8.08% | 188.75%-180.7pp | 151.07%-143.0pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,888 | $5,706-66.9% | $5,011-62.3% | $4,761-60.4% |
| Participant deferral / active EE | $5,434 | $5,954-8.7% | $5,202+4.5% | $5,982-9.2% |
| Admin fee / account holder | $828 | $17,074-95.2% | $13,984-94.1% | $11,246-92.6% |