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 | $77,138 | $115,770-33.4% | $101,248-23.8% | $158,922-51.5% |
| Participation rate | 22.2% | 79.4%-57.1pp | 75.8%-53.6pp | 82.0%-59.7pp |
| Annual return | 12.35% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,551 | $4,175-62.9% | $3,660-57.6% | $4,761-67.4% |
| Participant deferral / active EE | $2,636 | $4,957-46.8% | $4,370-39.7% | $5,982-55.9% |
| Admin fee / account holder | $14,366 | $7,245+98.3% | $5,945+141.6% | $11,246+27.7% |