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 | $75,726 | $96,635-21.6% | $86,612-12.6% | $139,434-45.7% |
| Participation rate | 29.4% | 74.4%-45.0pp | 71.7%-42.3pp | 80.3%-50.9pp |
| Annual return | 11.62% | 106.41%-94.8pp | 591.07%-579.4pp | 372.94%-361.3pp |
| Employer contribution / active EE | $789 | $3,263-75.8% | $3,022-73.9% | $4,751-83.4% |
| Participant deferral / active EE | $986 | $4,836-79.6% | $4,438-77.8% | $6,710-85.3% |
| Admin fee / account holder | $3,302 | $6,408-48.5% | $5,614-41.2% | $11,403-71.0% |