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 | $122,526 | $100,852+21.5% | $90,404+35.5% | $158,922-22.9% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 13.59% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,280 | $3,689-65.3% | $3,262-60.8% | $4,761-73.1% |
| Participant deferral / active EE | $2,587 | $4,348-40.5% | $3,963-34.7% | $5,982-56.8% |
| Admin fee / account holder | $3,290 | $6,501-49.4% | $5,611-41.4% | $11,246-70.7% |