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 5-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 | $104,663 | $228,332-54.2% | $185,823-43.7% | $158,922-34.1% |
| Participation rate | 36.4% | 82.3%-45.9pp | 78.0%-41.7pp | 82.0%-45.6pp |
| Annual return | 14.56% | 40.80%-26.2pp | 35.95%-21.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,407 | $4,967-51.5% | $4,087-41.1% | $4,761-49.4% |
| Participant deferral / active EE | $8,047 | $6,415+25.4% | $5,632+42.9% | $5,982+34.5% |
| Admin fee / account holder | $1,723 | $11,864-85.5% | $9,500-81.9% | $11,246-84.7% |