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 | $102,916 | $55,415+85.7% | $155,509-33.8% | $74,495+38.2% |
| Participation rate | 21.1% | 61.9%-40.8pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 12.37% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $600 | $2,267-73.6% | $4,672-87.2% | $2,623-77.1% |
| Participant deferral / active EE | $2,013 | $2,836-29.0% | $5,626-64.2% | $4,346-53.7% |
| Admin fee / account holder | $869 | $1,738-50.0% | $15,912-94.5% | $1,942-55.3% |