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 | $90,304 | $110,502-18.3% | $80,716+11.9% | $167,490-46.1% |
| Participation rate | 35.7% | 64.0%-28.2pp | 54.2%-18.5pp | 82.1%-46.4pp |
| Annual return | 7.23% | 120.54%-113.3pp | 87.28%-80.0pp | 478.56%-471.3pp |
| Employer contribution / active EE | $889 | $1,543-42.4% | $1,160-23.3% | $4,837-81.6% |
| Participant deferral / active EE | $4,008 | $2,871+39.6% | $2,146+86.8% | $6,341-36.8% |
| Admin fee / account holder | $595 | $4,545-86.9% | $3,380-82.4% | $12,309-95.2% |