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 3-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 | $90,488 | $114,381-20.9% | $107,525-15.8% | $142,382-36.4% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.1%-16.3pp | 80.1%-21.3pp |
| Annual return | 16.92% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,835 | $4,015-54.3% | $3,754-51.1% | $4,299-57.3% |
| Participant deferral / active EE | $3,760 | $5,564-32.4% | $5,116-26.5% | $6,507-42.2% |
| Admin fee / account holder | $8,118 | $9,860-17.7% | $8,919-9.0% | $12,624-35.7% |