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 | $102,699 | $152,587-32.7% | $125,175-18.0% | $152,861-32.8% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 16.30% | 54.84%-38.5pp | 43.79%-27.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,008 | $4,946-59.4% | $3,865-48.1% | $4,762-57.8% |
| Participant deferral / active EE | $6,008 | $5,868+2.4% | $4,937+21.7% | $5,850+2.7% |
| Admin fee / account holder | $22,306 | $13,434+66.0% | $9,702+129.9% | $11,596+92.3% |