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 | $94,303 | $111,724-15.6% | $93,606+0.7% | $145,922-35.4% |
| Participation rate | 45.8% | 74.2%-28.4pp | 68.7%-22.9pp | 80.3%-34.4pp |
| Annual return | 9.72% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,288 | $3,090-58.3% | $2,420-46.8% | $4,660-72.4% |
| Participant deferral / active EE | $2,045 | $4,912-58.4% | $4,411-53.6% | $6,688-69.4% |
| Admin fee / account holder | $1,054 | $10,250-89.7% | $8,285-87.3% | $13,397-92.1% |