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 | $67,551 | $89,355-24.4% | $141,162-52.1% | $72,985-7.4% |
| Participation rate | 53.4% | 75.1%-21.7pp | 82.5%-29.0pp | 69.5%-16.1pp |
| Annual return | 50.58% | 111.85%-61.3pp | 71.39%-20.8pp | 81.00%-30.4pp |
| Employer contribution / active EE | $2,250 | $3,114-27.7% | $4,735-52.5% | $2,440-7.8% |
| Participant deferral / active EE | $5,318 | $5,418-1.9% | $6,709-20.7% | $3,607+47.4% |
| Admin fee / account holder | $1,890 | $5,958-68.3% | $10,261-81.6% | $5,124-63.1% |