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 | $140,418 | $176,056-20.2% | $159,436-11.9% | $167,490-16.2% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 15.01% | 331.75%-316.7pp | 263.57%-248.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,418 | $5,297-73.2% | $4,829-70.6% | $4,837-70.7% |
| Participant deferral / active EE | $5,274 | $7,750-32.0% | $7,352-28.3% | $6,341-16.8% |
| Admin fee / account holder | $666 | $12,554-94.7% | $10,799-93.8% | $12,309-94.6% |