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 | $55,343 | $158,398-65.1% | $126,539-56.3% | $142,382-61.1% |
| Participation rate | 17.6% | 75.8%-58.2pp | 69.8%-52.2pp | 80.1%-62.5pp |
| Annual return | 19.31% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $820 | $4,650-82.4% | $3,674-77.7% | $4,299-80.9% |
| Participant deferral / active EE | $1,343 | $4,767-71.8% | $4,083-67.1% | $6,507-79.4% |
| Admin fee / account holder | $12,446 | $6,918+79.9% | $6,065+105.2% | $12,624-1.4% |