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 | $59,408 | $101,317-41.4% | $146,958-59.6% | $74,495-20.3% |
| Participation rate | 44.9% | 75.5%-30.6pp | 82.2%-37.3pp | 67.2%-22.3pp |
| Annual return | 15.09% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,562 | $3,810-59.0% | $4,933-68.3% | $2,623-40.4% |
| Participant deferral / active EE | $3,144 | $7,303-56.9% | $8,070-61.0% | $4,346-27.6% |
| Admin fee / account holder | $4,035 | $1,739+132.0% | $12,998-69.0% | $1,942+107.8% |