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 | $174,732 | $77,419+125.7% | $69,455+151.6% | $152,861+14.3% |
| Participation rate | 13.3% | 78.1%-64.8pp | 74.6%-61.3pp | 82.4%-69.1pp |
| Annual return | 8.47% | 39.06%-30.6pp | 28.97%-20.5pp | 345.32%-336.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,360 | $4,414-69.2% | $3,535-61.5% | $5,850-76.8% |
| Admin fee / account holder | $512 | $6,207-91.8% | $3,839-86.7% | $11,596-95.6% |