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 3-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 | $88,797 | $109,982-19.3% | $97,226-8.7% | $145,922-39.1% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 30.16% | 242.90%-212.7pp | 75.13%-45.0pp | 561.29%-531.1pp |
| Employer contribution / active EE | $537 | $3,084-82.6% | $2,729-80.3% | $4,660-88.5% |
| Participant deferral / active EE | $5,000 | $4,676+6.9% | $4,264+17.3% | $6,688-25.2% |
| Admin fee / account holder | $704 | $6,221-88.7% | $5,654-87.6% | $13,397-94.7% |