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 7-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 | $84,883 | $48,335+75.6% | $121,098-29.9% | $71,457+18.8% |
| Participation rate | 29.5% | 54.3%-24.7pp | 69.5%-40.0pp | 67.9%-38.4pp |
| Annual return | 20.73% | 23.32%-2.6pp | 985.75%-965.0pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,595 | $2,754+30.6% | $4,080-11.9% | $4,289-16.2% |
| Admin fee / account holder | $924 | $1,841-49.8% | $5,644-83.6% | $1,587-41.8% |