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 | $88,880 | $138,065-35.6% | $123,544-28.1% | $135,375-34.3% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | 9.33% | 153.68%-144.4pp | 119.20%-109.9pp | 519.73%-510.4pp |
| Employer contribution / active EE | $1,508 | $5,151-70.7% | $4,628-67.4% | $4,779-68.5% |
| Participant deferral / active EE | $5,401 | $6,799-20.6% | $6,426-16.0% | $5,609-3.7% |
| Admin fee / account holder | $764 | $10,916-93.0% | $9,284-91.8% | $10,827-92.9% |