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 | $99,539 | $30,400+227.4% | $53,898+84.7% | $84,808+17.4% |
| Participation rate | 36.4% | 46.4%-10.1pp | 55.0%-18.6pp | 68.3%-31.9pp |
| Annual return | 14.44% | 500.19%-485.7pp | 528.60%-514.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,058 | $1,199+155.1% | $1,826+67.5% | $4,212-27.4% |
| Admin fee / account holder | $507 | $1,993-74.5% | $2,491-79.6% | $7,344-93.1% |