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 | $30,787 | $217,402-85.8% | $185,823-83.4% | $167,490-81.6% |
| Participation rate | 58.8% | 86.0%-27.2pp | 81.7%-22.9pp | 82.1%-23.3pp |
| Annual return | 11.84% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,612 | $5,873-72.6% | $5,167-68.8% | $4,837-66.7% |
| Participant deferral / active EE | $3,708 | $6,356-41.7% | $5,568-33.4% | $6,341-41.5% |
| Admin fee / account holder | $362 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |