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 | $69,701 | $53,516+30.2% | $126,539-44.9% | $84,808-17.8% |
| Participation rate | 26.4% | 58.2%-31.8pp | 69.8%-43.4pp | 68.3%-41.9pp |
| Annual return | 13.98% | 58.34%-44.4pp | 425.95%-412.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $340 | $1,535-77.9% | $3,674-90.7% | $2,631-87.1% |
| Participant deferral / active EE | $1,112 | $2,671-58.4% | $4,083-72.8% | $4,212-73.6% |
| Admin fee / account holder | $5,160 | $4,497+14.7% | $6,065-14.9% | $7,344-29.7% |