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 | $98,593 | $180,449-45.4% | $154,107-36.0% | $135,375-27.2% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | 8.94% | 888.09%-879.2pp | 735.12%-726.2pp | 519.73%-510.8pp |
| Employer contribution / active EE | $2,703 | $6,035-55.2% | $5,298-49.0% | $4,779-43.4% |
| Participant deferral / active EE | $4,358 | $5,806-24.9% | $5,081-14.2% | $5,609-22.3% |
| Admin fee / account holder | $812 | $16,143-95.0% | $13,411-93.9% | $10,827-92.5% |