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 | $74,264 | $85,202-12.8% | $172,739-57.0% | $72,985+1.8% |
| Participation rate | 61.7% | 70.1%-8.3pp | 82.6%-20.9pp | 69.5%-7.8pp |
| Annual return | 45.84% | 27.32%+18.5pp | 802.84%-757.0pp | 81.00%-35.2pp |
| Employer contribution / active EE | $2,458 | $3,324-26.1% | $5,143-52.2% | $2,440+0.8% |
| Participant deferral / active EE | $5,297 | $3,260+62.5% | $5,198+1.9% | $3,607+46.8% |
| Admin fee / account holder | $2,426 | $5,884-58.8% | $13,954-82.6% | $5,124-52.6% |