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 | $83,241 | $105,998-21.5% | $92,233-9.7% | $147,584-43.6% |
| Participation rate | 31.8% | 80.4%-48.6pp | 76.5%-44.7pp | 82.8%-51.0pp |
| Annual return | 34.38% | 50.05%-15.7pp | 176.28%-141.9pp | 578.55%-544.2pp |
| Employer contribution / active EE | $995 | $4,333-77.0% | $3,679-73.0% | $4,876-79.6% |
| Participant deferral / active EE | $1,381 | $4,478-69.2% | $3,897-64.6% | $5,439-74.6% |
| Admin fee / account holder | $919 | $6,332-85.5% | $5,194-82.3% | $10,885-91.6% |