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 9-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 | $79,280 | $76,738+3.3% | $56,411+40.5% | $145,922-45.7% |
| Participation rate | 18.2% | 63.2%-45.0pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 14.07% | 2994.23%-2980.2pp | 1701.33%-1687.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $449 | $1,380-67.5% | $1,039-56.8% | $4,660-90.4% |
| Participant deferral / active EE | $1,637 | $2,623-37.6% | $1,952-16.1% | $6,688-75.5% |
| Admin fee / account holder | $409 | $3,334-87.7% | $2,829-85.6% | $13,397-97.0% |