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 | $90,916 | $102,317-11.1% | $146,958-38.1% | $80,856+12.4% |
| Participation rate | 58.3% | 75.8%-17.5pp | 82.2%-23.8pp | 67.6%-9.3pp |
| Annual return | 13.99% | 134.76%-120.8pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,574 | $3,713-57.6% | $4,933-68.1% | $2,755-42.9% |
| Participant deferral / active EE | $3,470 | $6,644-47.8% | $8,070-57.0% | $4,296-19.2% |
| Admin fee / account holder | $3,188 | $7,941-59.8% | $12,998-75.5% | $6,918-53.9% |