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 | $84,167 | $48,364+74.0% | $71,796+17.2% | $62,891+33.8% |
| Participation rate | 30.6% | 60.6%-30.1pp | 69.1%-38.6pp | 69.3%-38.8pp |
| Annual return | 11.56% | 13.16%-1.6pp | 78.04%-66.5pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,035 | $2,091-50.5% | $2,794-63.0% | $3,203-67.7% |
| Admin fee / account holder | $1,218 | $3,771-67.7% | $4,815-74.7% | $4,296-71.7% |