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 | $58,027 | $104,907-44.7% | $84,611-31.4% | $152,861-62.0% |
| Participation rate | 31.8% | 74.8%-43.0pp | 68.2%-36.4pp | 82.4%-50.6pp |
| Annual return | 26.09% | 373.79%-347.7pp | 258.74%-232.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $787 | $3,302-76.2% | $2,652-70.3% | $4,762-83.5% |
| Participant deferral / active EE | $2,181 | $4,688-53.5% | $3,899-44.0% | $5,850-62.7% |
| Admin fee / account holder | $1,307 | $6,241-79.1% | $4,912-73.4% | $11,596-88.7% |