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 | $78,758 | $126,574-37.8% | $106,213-25.8% | $145,922-46.0% |
| Participation rate | 30.4% | 77.6%-47.2pp | 75.3%-44.8pp | 80.3%-49.8pp |
| Annual return | 14.73% | 224.79%-210.1pp | 116.14%-101.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,998 | $3,730-46.4% | $3,171-37.0% | $4,660-57.1% |
| Participant deferral / active EE | $6,177 | $5,724+7.9% | $5,016+23.2% | $6,688-7.6% |
| Admin fee / account holder | $70,531 | $17,304+307.6% | $11,033+539.3% | $13,397+426.5% |