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 | $77,525 | $102,317-24.2% | $146,958-47.2% | $80,856-4.1% |
| Participation rate | 68.6% | 75.8%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 12.81% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $7,971 | $3,713+114.7% | $4,933+61.6% | $2,755+189.4% |
| Participant deferral / active EE | $4,546 | $6,644-31.6% | $8,070-43.7% | $4,296+5.8% |
| Admin fee / account holder | $17,766 | $7,941+123.7% | $12,998+36.7% | $6,918+156.8% |