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 9-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 | $95,082 | $107,334-11.4% | $92,893+2.4% | $152,861-37.8% |
| Participation rate | 18.2% | 79.8%-61.6pp | 76.0%-57.8pp | 82.4%-64.3pp |
| Annual return | 13.62% | 145.58%-132.0pp | 109.41%-95.8pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,307 | $4,221-69.0% | $3,653-64.2% | $4,762-72.5% |
| Participant deferral / active EE | $3,455 | $4,845-28.7% | $4,236-18.5% | $5,850-40.9% |
| Admin fee / account holder | $353 | $7,079-95.0% | $5,794-93.9% | $11,596-97.0% |