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 | $81,319 | $104,907-22.5% | $84,611-3.9% | $152,861-46.8% |
| Participation rate | 28.6% | 74.8%-46.2pp | 68.2%-39.7pp | 82.4%-53.9pp |
| Annual return | 25.86% | 373.79%-347.9pp | 258.74%-232.9pp | 345.32%-319.5pp |
| Employer contribution / active EE | $377 | $3,302-88.6% | $2,652-85.8% | $4,762-92.1% |
| Participant deferral / active EE | $4,340 | $4,688-7.4% | $3,899+11.3% | $5,850-25.8% |
| Admin fee / account holder | $709 | $6,241-88.6% | $4,912-85.6% | $11,596-93.9% |