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 | $103,939 | $210,648-50.7% | $177,989-41.6% | $145,922-28.8% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 12.09% | 385.86%-373.8pp | 294.48%-282.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $763 | $4,565-83.3% | $3,949-80.7% | $4,660-83.6% |
| Participant deferral / active EE | $2,889 | $6,958-58.5% | $6,276-54.0% | $6,688-56.8% |
| Admin fee / account holder | $313 | $12,013-97.4% | $10,363-97.0% | $13,397-97.7% |