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 | $74,312 | $114,047-34.8% | $96,139-22.7% | $167,490-55.6% |
| Participation rate | 30.8% | 75.1%-44.3pp | 68.4%-37.7pp | 82.1%-51.3pp |
| Annual return | 16.26% | 189.88%-173.6pp | 191.94%-175.7pp | 478.56%-462.3pp |
| Employer contribution / active EE | $576 | $3,427-83.2% | $2,797-79.4% | $4,837-88.1% |
| Participant deferral / active EE | $3,073 | $5,194-40.8% | $4,349-29.3% | $6,341-51.5% |
| Admin fee / account holder | $1,260 | $6,897-81.7% | $5,537-77.2% | $12,309-89.8% |