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 | $63,659 | $96,635-34.1% | $86,612-26.5% | $139,434-54.3% |
| Participation rate | 54.2% | 74.4%-20.2pp | 71.7%-17.5pp | 80.3%-26.2pp |
| Annual return | 13.11% | 106.41%-93.3pp | 591.07%-578.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $583 | $3,263-82.1% | $3,022-80.7% | $4,751-87.7% |
| Participant deferral / active EE | $2,309 | $4,836-52.3% | $4,438-48.0% | $6,710-65.6% |
| Admin fee / account holder | $4,373 | $6,408-31.8% | $5,614-22.1% | $11,403-61.6% |