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 | $76,658 | $210,648-63.6% | $177,989-56.9% | $145,922-47.5% |
| Participation rate | 38.9% | 80.8%-41.9pp | 77.1%-38.2pp | 80.3%-41.4pp |
| Annual return | 19.59% | 385.86%-366.3pp | 294.48%-274.9pp | 561.29%-541.7pp |
| Employer contribution / active EE | $974 | $4,565-78.7% | $3,949-75.3% | $4,660-79.1% |
| Participant deferral / active EE | $1,467 | $6,958-78.9% | $6,276-76.6% | $6,688-78.1% |
| Admin fee / account holder | $16,335 | $12,013+36.0% | $10,363+57.6% | $13,397+21.9% |