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 | $45,181 | $115,770-61.0% | $101,248-55.4% | $158,922-71.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 13.03% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,254 | $4,175-70.0% | $3,660-65.7% | $4,761-73.7% |
| Participant deferral / active EE | $1,683 | $4,957-66.0% | $4,370-61.5% | $5,982-71.9% |
| Admin fee / account holder | $716 | $7,245-90.1% | $5,945-88.0% | $11,246-93.6% |