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 5-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 | $74,619 | $96,635-22.8% | $86,612-13.8% | $139,434-46.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 15.87% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,149 | $3,263-64.8% | $3,022-62.0% | $4,751-75.8% |
| Participant deferral / active EE | $2,793 | $4,836-42.3% | $4,438-37.1% | $6,710-58.4% |
| Admin fee / account holder | $494 | $6,408-92.3% | $5,614-91.2% | $11,403-95.7% |