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 8-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 | $70,039 | $202,432-65.4% | $169,368-58.6% | $139,434-49.8% |
| Participation rate | 63.6% | 81.1%-17.4pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 17.85% | 531.74%-513.9pp | 405.60%-387.7pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,350 | $4,692-7.3% | $4,013+8.4% | $4,751-8.4% |
| Participant deferral / active EE | $3,923 | $6,938-43.5% | $6,221-36.9% | $6,710-41.5% |
| Admin fee / account holder | $9,648 | $10,708-9.9% | $9,003+7.2% | $11,403-15.4% |