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 | $47,747 | $56,629-15.7% | $77,999-38.8% | $55,167-13.4% |
| Participation rate | 58.5% | 73.3%-14.8pp | 75.5%-17.0pp | 69.0%-10.5pp |
| Annual return | 7.55% | 2866.98%-2859.4pp | 425.96%-418.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,119 | $1,723-35.1% | $2,470-54.7% | $1,963-43.0% |
| Participant deferral / active EE | $2,261 | $2,777-18.6% | $3,497-35.3% | $3,054-26.0% |
| Admin fee / account holder | $1,210 | $467+159.3% | $5,480-77.9% | $504+140.1% |