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 | $63,473 | $54,517+16.4% | $75,972-16.5% | $74,495-14.8% |
| Participation rate | 30.3% | 60.3%-30.1pp | 69.1%-38.8pp | 67.2%-36.9pp |
| Annual return | 11.92% | 31.82%-19.9pp | 359.55%-347.6pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $553 | $1,777-68.9% | $2,685-79.4% | $2,623-78.9% |
| Participant deferral / active EE | $1,010 | $3,066-67.1% | $4,255-76.3% | $4,346-76.8% |
| Admin fee / account holder | $1,772 | $2,229-20.5% | $6,467-72.6% | $1,942-8.7% |