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 | $61,129 | $104,907-41.7% | $84,611-27.8% | $152,861-60.0% |
| Participation rate | 68.2% | 74.8%-6.6pp | 68.2%-0.1pp | 82.4%-14.3pp |
| Annual return | 22.24% | 373.79%-351.5pp | 258.74%-236.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $791 | $3,302-76.0% | $2,652-70.2% | $4,762-83.4% |
| Participant deferral / active EE | $3,795 | $4,688-19.1% | $3,899-2.7% | $5,850-35.1% |
| Admin fee / account holder | $8,614 | $6,241+38.0% | $4,912+75.4% | $11,596-25.7% |