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 | $105,469 | $165,912-36.4% | $122,332-13.8% | $147,584-28.5% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 17.61% | 34.55%-16.9pp | 30.27%-12.7pp | 578.55%-560.9pp |
| Employer contribution / active EE | $290 | $5,754-95.0% | $4,050-92.8% | $4,876-94.1% |
| Participant deferral / active EE | $4,163 | $4,005+3.9% | $3,287+26.6% | $5,439-23.5% |
| Admin fee / account holder | $6,849 | $7,424-7.7% | $5,478+25.0% | $10,885-37.1% |