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 | $114,296 | $77,419+47.6% | $69,455+64.6% | $152,861-25.2% |
| Participation rate | 28.6% | 78.1%-49.5pp | 74.6%-46.0pp | 82.4%-53.9pp |
| Annual return | 17.87% | 39.06%-21.2pp | 28.97%-11.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $514 | $3,315-84.5% | $2,779-81.5% | $4,762-89.2% |
| Participant deferral / active EE | $1,886 | $4,414-57.3% | $3,535-46.7% | $5,850-67.8% |
| Admin fee / account holder | $3,966 | $6,207-36.1% | $3,839+3.3% | $11,596-65.8% |