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 | $71,772 | $126,574-43.3% | $106,213-32.4% | $145,922-50.8% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 11.08% | 224.79%-213.7pp | 116.14%-105.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $765 | $3,730-79.5% | $3,171-75.9% | $4,660-83.6% |
| Participant deferral / active EE | $2,611 | $5,724-54.4% | $5,016-47.9% | $6,688-61.0% |
| Admin fee / account holder | $6,216 | $17,304-64.1% | $11,033-43.7% | $13,397-53.6% |