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 9-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 | $74,364 | $202,432-63.3% | $169,368-56.1% | $139,434-46.7% |
| Participation rate | 63.6% | 81.1%-17.4pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 16.34% | 531.74%-515.4pp | 405.60%-389.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,351 | $4,692-49.9% | $4,013-41.4% | $4,751-50.5% |
| Participant deferral / active EE | $6,203 | $6,938-10.6% | $6,221-0.3% | $6,710-7.6% |
| Admin fee / account holder | $4,537 | $10,708-57.6% | $9,003-49.6% | $11,403-60.2% |