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 | $83,877 | $111,724-24.9% | $93,606-10.4% | $145,922-42.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 11.44% | 202.98%-191.5pp | 133.20%-121.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $645 | $3,090-79.1% | $2,420-73.3% | $4,660-86.1% |
| Participant deferral / active EE | $1,554 | $4,912-68.4% | $4,411-64.8% | $6,688-76.8% |
| Admin fee / account holder | $3,679 | $10,250-64.1% | $8,285-55.6% | $13,397-72.5% |