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 | $42,084 | $158,398-73.4% | $126,539-66.7% | $142,382-70.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 14.54% | 593.76%-579.2pp | 425.95%-411.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,001 | $4,650-78.5% | $3,674-72.8% | $4,299-76.7% |
| Participant deferral / active EE | $3,525 | $4,767-26.0% | $4,083-13.7% | $6,507-45.8% |
| Admin fee / account holder | $1,151 | $6,918-83.4% | $6,065-81.0% | $12,624-90.9% |