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 | $95,501 | $107,334-11.0% | $92,893+2.8% | $152,861-37.5% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 18.15% | 145.58%-127.4pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,816 | $4,221-33.3% | $3,653-22.9% | $4,762-40.9% |
| Participant deferral / active EE | $5,216 | $4,845+7.7% | $4,236+23.1% | $5,850-10.8% |
| Admin fee / account holder | $18,982 | $7,079+168.1% | $5,794+227.6% | $11,596+63.7% |