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 | $78,246 | $198,466-60.6% | $170,442-54.1% | $147,584-47.0% |
| Participation rate | 68.8% | 88.0%-19.2pp | 83.6%-14.8pp | 82.8%-14.1pp |
| Annual return | 17.43% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,211 | $6,184-64.2% | $5,433-59.3% | $4,876-54.7% |
| Participant deferral / active EE | $3,163 | $5,629-43.8% | $4,939-36.0% | $5,439-41.8% |
| Admin fee / account holder | $2,581 | $16,852-84.7% | $13,880-81.4% | $10,885-76.3% |