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 | $95,460 | $126,574-24.6% | $106,213-10.1% | $145,922-34.6% |
| Participation rate | 21.1% | 77.6%-56.6pp | 75.3%-54.2pp | 80.3%-59.2pp |
| Annual return | 16.30% | 224.79%-208.5pp | 116.14%-99.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,162 | $3,730-68.8% | $3,171-63.4% | $4,660-75.1% |
| Participant deferral / active EE | $1,682 | $5,724-70.6% | $5,016-66.5% | $6,688-74.9% |
| Admin fee / account holder | $6,205 | $17,304-64.1% | $11,033-43.8% | $13,397-53.7% |