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 | $80,524 | $96,635-16.7% | $86,612-7.0% | $139,434-42.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 16.62% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $854 | $3,263-73.8% | $3,022-71.8% | $4,751-82.0% |
| Participant deferral / active EE | $4,600 | $4,836-4.9% | $4,438+3.7% | $6,710-31.4% |
| Admin fee / account holder | $595 | $6,408-90.7% | $5,614-89.4% | $11,403-94.8% |