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 | $100,904 | $118,680-15.0% | $98,907+2.0% | $158,922-36.5% |
| Participation rate | 45.8% | 77.8%-32.0pp | 76.0%-30.2pp | 82.0%-36.1pp |
| Annual return | 17.63% | 372.35%-354.7pp | 196.43%-178.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $739 | $3,333-77.8% | $2,689-72.5% | $4,761-84.5% |
| Participant deferral / active EE | $1,300 | $5,088-74.5% | $4,244-69.4% | $5,982-78.3% |
| Admin fee / account holder | $1,570 | $10,131-84.5% | $6,642-76.4% | $11,246-86.0% |