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 | $55,867 | $81,632-31.6% | $70,449-20.7% | $158,922-64.8% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 14.20% | 208.40%-194.2pp | 109.03%-94.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,303 | $3,217-59.5% | $2,737-52.4% | $4,761-72.6% |
| Participant deferral / active EE | $3,141 | $4,554-31.0% | $3,709-15.3% | $5,982-47.5% |
| Admin fee / account holder | $830 | $6,193-86.6% | $3,845-78.4% | $11,246-92.6% |