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 | $70,946 | $144,119-50.8% | $117,854-39.8% | $147,584-51.9% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 15.65% | 531.15%-515.5pp | 335.08%-319.4pp | 578.55%-562.9pp |
| Employer contribution / active EE | $4,876 | $4,896-0.4% | $3,786+28.8% | $4,8760% |
| Participant deferral / active EE | $6,499 | $5,316+22.3% | $4,482+45.0% | $5,439+19.5% |
| Admin fee / account holder | $3,051 | $10,886-72.0% | $8,020-62.0% | $10,885-72.0% |