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 | $96,773 | $112,096-13.7% | $95,952+0.9% | $158,922-39.1% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 10.16% | 171.09%-160.9pp | 91.61%-81.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $727 | $3,198-77.3% | $2,541-71.4% | $4,761-84.7% |
| Participant deferral / active EE | $2,007 | $4,784-58.0% | $4,167-51.8% | $5,982-66.4% |
| Admin fee / account holder | $437 | $10,130-95.7% | $6,795-93.6% | $11,246-96.1% |