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 | $83,125 | $102,616-19.0% | $81,983+1.4% | $158,922-47.7% |
| Participation rate | 38.5% | 75.5%-37.1pp | 69.2%-30.8pp | 82.0%-43.5pp |
| Annual return | 15.39% | 61.04%-45.6pp | 41.31%-25.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,248 | $3,240-61.5% | $2,498-50.1% | $4,761-73.8% |
| Participant deferral / active EE | $4,084 | $4,648-12.1% | $3,722+9.7% | $5,982-31.7% |
| Admin fee / account holder | $715 | $8,235-91.3% | $5,664-87.4% | $11,246-93.6% |