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 | $66,367 | $74,888-11.4% | $71,209-6.8% | $142,382-53.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 13.51% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,488 | $2,854+22.2% | $2,721+28.2% | $4,299-18.9% |
| Participant deferral / active EE | $12,196 | $4,454+173.8% | $4,175+192.1% | $6,507+87.4% |
| Admin fee / account holder | $21,564 | $5,568+287.3% | $5,349+303.1% | $12,624+70.8% |