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 | $105,232 | $110,809-5.0% | $86,874+21.1% | $167,490-37.2% |
| Participation rate | 54.2% | 75.8%-21.6pp | 71.6%-17.5pp | 82.1%-27.9pp |
| Annual return | 18.65% | 116.98%-98.3pp | 63.52%-44.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $716 | $3,244-77.9% | $2,495-71.3% | $4,837-85.2% |
| Participant deferral / active EE | $3,048 | $4,546-32.9% | $3,699-17.6% | $6,341-51.9% |
| Admin fee / account holder | $4,310 | $8,415-48.8% | $5,828-26.0% | $12,309-65.0% |