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 | $47,841 | $81,632-41.4% | $70,449-32.1% | $158,922-69.9% |
| Participation rate | 63.6% | 77.7%-14.1pp | 75.1%-11.4pp | 82.0%-18.3pp |
| Annual return | 13.59% | 208.40%-194.8pp | 109.03%-95.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $704 | $3,217-78.1% | $2,737-74.3% | $4,761-85.2% |
| Participant deferral / active EE | $1,564 | $4,554-65.7% | $3,709-57.8% | $5,982-73.9% |
| Admin fee / account holder | $647 | $6,193-89.6% | $3,845-83.2% | $11,246-94.2% |