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 | $87,213 | $100,852-13.5% | $90,404-3.5% | $158,922-45.1% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 13.08% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $628 | $3,689-83.0% | $3,262-80.7% | $4,761-86.8% |
| Participant deferral / active EE | $1,931 | $4,348-55.6% | $3,963-51.3% | $5,982-67.7% |
| Admin fee / account holder | $4,665 | $6,501-28.2% | $5,611-16.9% | $11,246-58.5% |