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 | $88,601 | $104,907-15.5% | $84,611+4.7% | $152,861-42.0% |
| Participation rate | 52.9% | 74.8%-21.9pp | 68.2%-15.3pp | 82.4%-29.5pp |
| Annual return | 19.90% | 373.79%-353.9pp | 258.74%-238.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,183 | $3,302-64.2% | $2,652-55.4% | $4,762-75.2% |
| Participant deferral / active EE | $3,055 | $4,688-34.8% | $3,899-21.7% | $5,850-47.8% |
| Admin fee / account holder | $1,997 | $6,241-68.0% | $4,912-59.4% | $11,596-82.8% |