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 6-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 | $119,980 | $121,625-1.4% | $104,607+14.7% | $158,922-24.5% |
| Participation rate | 30.0% | 77.5%-47.5pp | 74.1%-44.1pp | 82.0%-52.0pp |
| Annual return | 12.53% | 465.26%-452.7pp | 340.46%-327.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $588 | $3,163-81.4% | $2,681-78.0% | $4,761-87.6% |
| Participant deferral / active EE | $3,900 | $4,177-6.6% | $3,740+4.3% | $5,982-34.8% |
| Admin fee / account holder | $831 | $7,787-89.3% | $6,473-87.2% | $11,246-92.6% |