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 | $154,843 | $100,852+53.5% | $90,404+71.3% | $158,922-2.6% |
| Participation rate | 43.5% | 75.0%-31.5pp | 72.7%-29.2pp | 82.0%-38.5pp |
| Annual return | 13.49% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $609 | $3,689-83.5% | $3,262-81.3% | $4,761-87.2% |
| Participant deferral / active EE | $1,973 | $4,348-54.6% | $3,963-50.2% | $5,982-67.0% |
| Admin fee / account holder | $401 | $6,501-93.8% | $5,611-92.9% | $11,246-96.4% |