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 | $61,203 | $88,751-31.0% | $81,812-25.2% | $145,922-58.1% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | 11.05% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,431 | $3,083-53.6% | $2,912-50.9% | $4,660-69.3% |
| Participant deferral / active EE | $4,512 | $4,643-2.8% | $4,319+4.5% | $6,688-32.5% |
| Admin fee / account holder | $459 | $8,415-94.5% | $7,386-93.8% | $13,397-96.6% |