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 | $124,486 | $158,398-21.4% | $126,539-1.6% | $142,382-12.6% |
| Participation rate | 20.0% | 75.8%-55.8pp | 69.8%-49.8pp | 80.1%-60.1pp |
| Annual return | 12.05% | 593.76%-581.7pp | 425.95%-413.9pp | 217.08%-205.0pp |
| Employer contribution / active EE | $368 | $4,650-92.1% | $3,674-90.0% | $4,299-91.4% |
| Participant deferral / active EE | $421 | $4,767-91.2% | $4,083-89.7% | $6,507-93.5% |
| Admin fee / account holder | $4,126 | $6,918-40.4% | $6,065-32.0% | $12,624-67.3% |