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 | $51,646 | $96,305-46.4% | $80,569-35.9% | $139,434-63.0% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 18.40% | 1350.08%-1331.7pp | 935.43%-917.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $610 | $3,262-81.3% | $2,723-77.6% | $4,751-87.2% |
| Participant deferral / active EE | $1,961 | $5,232-62.5% | $4,447-55.9% | $6,710-70.8% |
| Admin fee / account holder | $347 | $6,599-94.7% | $5,377-93.5% | $11,403-97.0% |