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 | $84,675 | $144,119-41.2% | $117,854-28.2% | $147,584-42.6% |
| Participation rate | 47.8% | 83.4%-35.6pp | 79.7%-31.8pp | 82.8%-35.0pp |
| Annual return | 19.58% | 531.15%-511.6pp | 335.08%-315.5pp | 578.55%-559.0pp |
| Employer contribution / active EE | $899 | $4,896-81.6% | $3,786-76.3% | $4,876-81.6% |
| Participant deferral / active EE | $2,396 | $5,316-54.9% | $4,482-46.5% | $5,439-55.9% |
| Admin fee / account holder | $6,525 | $10,886-40.1% | $8,020-18.6% | $10,885-40.1% |