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 | $71,474 | $102,317-30.1% | $146,958-51.4% | $80,856-11.6% |
| Participation rate | 64.8% | 75.8%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 27.55% | 134.76%-107.2pp | 418.34%-390.8pp | 35.59%-8.0pp |
| Employer contribution / active EE | $2,811 | $3,713-24.3% | $4,933-43.0% | $2,755+2.0% |
| Participant deferral / active EE | $5,918 | $6,644-10.9% | $8,070-26.7% | $4,296+37.8% |
| Admin fee / account holder | $14,854 | $7,941+87.1% | $12,998+14.3% | $6,918+114.7% |