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 | $46,102 | $138,065-66.6% | $123,544-62.7% | $135,375-65.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 7.72% | 153.68%-146.0pp | 119.20%-111.5pp | 519.73%-512.0pp |
| Employer contribution / active EE | $2,663 | $5,151-48.3% | $4,628-42.5% | $4,779-44.3% |
| Participant deferral / active EE | $5,062 | $6,799-25.6% | $6,426-21.2% | $5,609-9.8% |
| Admin fee / account holder | $566 | $10,916-94.8% | $9,284-93.9% | $10,827-94.8% |