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 | $95,937 | $112,096-14.4% | $95,9520% | $158,922-39.6% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 12.17% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,557 | $3,198-20.1% | $2,541+0.6% | $4,761-46.3% |
| Participant deferral / active EE | $2,572 | $4,784-46.2% | $4,167-38.3% | $5,982-57.0% |
| Admin fee / account holder | $1,106 | $10,130-89.1% | $6,795-83.7% | $11,246-90.2% |