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 | $70,938 | $202,432-65.0% | $169,368-58.1% | $139,434-49.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 18.05% | 531.74%-513.7pp | 405.60%-387.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $5,129 | $4,692+9.3% | $4,013+27.8% | $4,751+8.0% |
| Participant deferral / active EE | $7,328 | $6,938+5.6% | $6,221+17.8% | $6,710+9.2% |
| Admin fee / account holder | $4,102 | $10,708-61.7% | $9,003-54.4% | $11,403-64.0% |