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 | $71,708 | $106,890-32.9% | $84,015-14.6% | $152,861-53.1% |
| Participation rate | 42.1% | 75.2%-33.1pp | 69.0%-26.9pp | 82.4%-40.3pp |
| Annual return | 10.75% | 104.99%-94.2pp | 71.31%-60.6pp | 345.32%-334.6pp |
| Employer contribution / active EE | $881 | $2,734-67.8% | $1,983-55.6% | $4,762-81.5% |
| Participant deferral / active EE | $1,603 | $4,011-60.0% | $3,239-50.5% | $5,850-72.6% |
| Admin fee / account holder | $1,611 | $8,285-80.6% | $6,101-73.6% | $11,596-86.1% |