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 | $64,963 | $58,927+10.2% | $76,817-15.4% | $72,985-11.0% |
| Participation rate | 38.6% | 67.3%-28.7pp | 72.1%-33.5pp | 69.5%-30.9pp |
| Annual return | 18.51% | 2305.64%-2287.1pp | 1166.11%-1147.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $548 | $1,787-69.3% | $2,302-76.2% | $2,440-77.5% |
| Participant deferral / active EE | $2,298 | $2,690-14.6% | $3,336-31.1% | $3,607-36.3% |
| Admin fee / account holder | $1,120 | $4,013-72.1% | $6,420-82.6% | $5,124-78.1% |