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 | $40,516 | $102,317-60.4% | $146,958-72.4% | $80,856-49.9% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.2%-18.6pp | 67.6%-4.1pp |
| Annual return | 16.61% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,658 | $3,713-28.4% | $4,933-46.1% | $2,755-3.5% |
| Participant deferral / active EE | $4,760 | $6,644-28.4% | $8,070-41.0% | $4,296+10.8% |
| Admin fee / account holder | $3,570 | $7,941-55.0% | $12,998-72.5% | $6,918-48.4% |