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 | $96,025 | $111,724-14.1% | $93,606+2.6% | $145,922-34.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 10.64% | 202.98%-192.3pp | 133.20%-122.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $715 | $3,090-76.8% | $2,420-70.4% | $4,660-84.6% |
| Participant deferral / active EE | $3,064 | $4,912-37.6% | $4,411-30.5% | $6,688-54.2% |
| Admin fee / account holder | $3,552 | $10,250-65.3% | $8,285-57.1% | $13,397-73.5% |