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 | $78,146 | $158,398-50.7% | $126,539-38.2% | $142,382-45.1% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 16.33% | 593.76%-577.4pp | 425.95%-409.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $849 | $4,650-81.7% | $3,674-76.9% | $4,299-80.2% |
| Participant deferral / active EE | $6,444 | $4,767+35.2% | $4,083+57.9% | $6,507-1.0% |
| Admin fee / account holder | $11,909 | $6,918+72.1% | $6,065+96.4% | $12,624-5.7% |