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 | $99,100 | $112,096-11.6% | $95,952+3.3% | $158,922-37.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 29.33% | 171.09%-141.8pp | 91.61%-62.3pp | 302.83%-273.5pp |
| Employer contribution / active EE | $772 | $3,198-75.9% | $2,541-69.6% | $4,761-83.8% |
| Participant deferral / active EE | $1,794 | $4,784-62.5% | $4,167-56.9% | $5,982-70.0% |
| Admin fee / account holder | $810 | $10,130-92.0% | $6,795-88.1% | $11,246-92.8% |