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 | $72,068 | $150,187-52.0% | $120,354-40.1% | $145,922-50.6% |
| Participation rate | 40.9% | 78.8%-37.8pp | 71.9%-31.0pp | 80.3%-39.4pp |
| Annual return | 21.02% | 154.07%-133.0pp | 107.15%-86.1pp | 561.29%-540.3pp |
| Employer contribution / active EE | $876 | $4,348-79.9% | $3,463-74.7% | $4,660-81.2% |
| Participant deferral / active EE | $2,187 | $6,173-64.6% | $4,991-56.2% | $6,688-67.3% |
| Admin fee / account holder | $7,980 | $12,207-34.6% | $9,423-15.3% | $13,397-40.4% |