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 | $42,064 | $90,348-53.4% | $75,972-44.6% | $145,922-71.2% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 14.04% | 620.88%-606.8pp | 359.55%-345.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $755 | $3,311-77.2% | $2,685-71.9% | $4,660-83.8% |
| Participant deferral / active EE | $1,732 | $5,162-66.4% | $4,255-59.3% | $6,688-74.1% |
| Admin fee / account holder | $309 | $8,467-96.4% | $6,467-95.2% | $13,397-97.7% |