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 | $93,648 | $118,680-21.1% | $98,907-5.3% | $158,922-41.1% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 16.89% | 372.35%-355.5pp | 196.43%-179.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,028 | $3,333-69.1% | $2,689-61.8% | $4,761-78.4% |
| Participant deferral / active EE | $2,276 | $5,088-55.3% | $4,244-46.4% | $5,982-62.0% |
| Admin fee / account holder | $1,201 | $10,131-88.1% | $6,642-81.9% | $11,246-89.3% |