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 | $74,031 | $107,334-31.0% | $92,893-20.3% | $152,861-51.6% |
| Participation rate | 52.4% | 79.8%-27.4pp | 76.0%-23.6pp | 82.4%-30.1pp |
| Annual return | 18.31% | 145.58%-127.3pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,127 | $4,221-73.3% | $3,653-69.2% | $4,762-76.3% |
| Participant deferral / active EE | $2,541 | $4,845-47.5% | $4,236-40.0% | $5,850-56.6% |
| Admin fee / account holder | $6,242 | $7,079-11.8% | $5,794+7.7% | $11,596-46.2% |