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 | $63,808 | $101,069-36.9% | $81,478-21.7% | $147,584-56.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 27.21% | 32.40%-5.2pp | 38.78%-11.6pp | 578.55%-551.3pp |
| Employer contribution / active EE | $311 | $3,205-90.3% | $2,568-87.9% | $4,876-93.6% |
| Participant deferral / active EE | $6,176 | $4,242+45.6% | $3,537+74.6% | $5,439+13.6% |
| Admin fee / account holder | $376 | $5,812-93.5% | $4,561-91.8% | $10,885-96.5% |