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 | $57,316 | $60,124-4.7% | $90,404-36.6% | $79,858-28.2% |
| Participation rate | 56.5% | 65.0%-8.5pp | 72.7%-16.2pp | 69.6%-13.1pp |
| Annual return | 41.39% | 71.94%-30.6pp | 1293.02%-1251.6pp | 31.71%+9.7pp |
| Employer contribution / active EE | $1,526 | $2,068-26.2% | $3,262-53.2% | $2,471-38.2% |
| Participant deferral / active EE | $2,315 | $2,938-21.2% | $3,963-41.6% | $3,740-38.1% |
| Admin fee / account holder | $5,637 | $3,976+41.8% | $5,611+0.5% | $5,306+6.2% |