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 5-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 | $72,255 | $96,635-25.2% | $86,612-16.6% | $139,434-48.2% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.7pp |
| Annual return | 18.73% | 106.41%-87.7pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $831 | $3,263-74.5% | $3,022-72.5% | $4,751-82.5% |
| Participant deferral / active EE | $842 | $4,836-82.6% | $4,438-81.0% | $6,710-87.5% |
| Admin fee / account holder | $2,434 | $6,408-62.0% | $5,614-56.6% | $11,403-78.7% |