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 5-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 | $67,247 | $81,460-17.4% | $103,333-34.9% | $80,856-16.8% |
| Participation rate | 20.0% | 66.8%-46.8pp | 74.5%-54.5pp | 67.6%-47.6pp |
| Annual return | 96.89% | 25.55%+71.3pp | 24.88%+72.0pp | 35.59%+61.3pp |
| Employer contribution / active EE | $995 | $3,105-68.0% | $3,868-74.3% | $2,755-63.9% |
| Participant deferral / active EE | $2,016 | $3,869-47.9% | $5,057-60.1% | $4,296-53.1% |
| Admin fee / account holder | $4,095 | $6,566-37.6% | $8,355-51.0% | $6,918-40.8% |