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 | $83,263 | $118,680-29.8% | $98,907-15.8% | $158,922-47.6% |
| Participation rate | 41.2% | 77.8%-36.6pp | 76.0%-34.8pp | 82.0%-40.8pp |
| Annual return | 8.29% | 372.35%-364.1pp | 196.43%-188.1pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,005 | $3,333-69.8% | $2,689-62.6% | $4,761-78.9% |
| Participant deferral / active EE | $2,177 | $5,088-57.2% | $4,244-48.7% | $5,982-63.6% |
| Admin fee / account holder | $628 | $10,131-93.8% | $6,642-90.5% | $11,246-94.4% |