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 | $79,835 | $56,114+42.3% | $96,139-17.0% | $85,850-7.0% |
| Participation rate | 40.7% | 56.7%-16.0pp | 68.4%-27.7pp | 69.3%-28.6pp |
| Annual return | 15.76% | 42.30%-26.5pp | 191.94%-176.2pp | 318.53%-302.8pp |
| Employer contribution / active EE | $638 | $1,620-60.6% | $2,797-77.2% | $2,565-75.1% |
| Participant deferral / active EE | $886 | $2,859-69.0% | $4,349-79.6% | $3,952-77.6% |
| Admin fee / account holder | $3,979 | $3,768+5.6% | $5,537-28.1% | $6,260-36.4% |