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 | $107,928 | $158,398-31.9% | $126,539-14.7% | $142,382-24.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 18.87% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $565 | $4,650-87.8% | $3,674-84.6% | $4,299-86.9% |
| Participant deferral / active EE | $868 | $4,767-81.8% | $4,083-78.7% | $6,507-86.7% |
| Admin fee / account holder | $1,926 | $6,918-72.2% | $6,065-68.2% | $12,624-84.7% |