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 | $110,838 | $144,119-23.1% | $117,854-6.0% | $147,584-24.9% |
| Participation rate | 56.3% | 83.4%-27.2pp | 79.7%-23.4pp | 82.8%-26.6pp |
| Annual return | 20.04% | 531.15%-511.1pp | 335.08%-315.0pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,579 | $4,896-67.8% | $3,786-58.3% | $4,876-67.6% |
| Participant deferral / active EE | $2,200 | $5,316-58.6% | $4,482-50.9% | $5,439-59.5% |
| Admin fee / account holder | $7,103 | $10,886-34.8% | $8,020-11.4% | $10,885-34.8% |