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 | $65,669 | $210,648-68.8% | $177,989-63.1% | $145,922-55.0% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 7.93% | 385.86%-377.9pp | 294.48%-286.6pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,154 | $4,565-52.8% | $3,949-45.4% | $4,660-53.8% |
| Participant deferral / active EE | $3,892 | $6,958-44.1% | $6,276-38.0% | $6,688-41.8% |
| Admin fee / account holder | $1,565 | $12,013-87.0% | $10,363-84.9% | $13,397-88.3% |