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 | $45,910 | $165,335-72.2% | $149,696-69.3% | $158,922-71.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.16% | 348.15%-335.0pp | 276.60%-263.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,205 | $5,103-56.8% | $4,644-52.5% | $4,761-53.7% |
| Participant deferral / active EE | $3,765 | $7,181-47.6% | $6,842-45.0% | $5,982-37.1% |
| Admin fee / account holder | $4,990 | $10,807-53.8% | $9,309-46.4% | $11,246-55.6% |