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 | $79,132 | $115,770-31.6% | $101,248-21.8% | $158,922-50.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 21.02% | 56.14%-35.1pp | 46.47%-25.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,708 | $4,175-59.1% | $3,660-53.3% | $4,761-64.1% |
| Participant deferral / active EE | $12,930 | $4,957+160.8% | $4,370+195.9% | $5,982+116.1% |
| Admin fee / account holder | $349 | $7,245-95.2% | $5,945-94.1% | $11,246-96.9% |