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 | $124,827 | $83,902+48.8% | $167,512-25.5% | $84,808+47.2% |
| Participation rate | 57.7% | 66.5%-8.8pp | 77.1%-19.4pp | 68.3%-10.6pp |
| Annual return | 17.01% | 91.55%-74.5pp | 1615.79%-1598.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,060 | $2,264-9.0% | $3,882-46.9% | $2,631-21.7% |
| Participant deferral / active EE | $3,268 | $4,442-26.4% | $6,405-49.0% | $4,212-22.4% |
| Admin fee / account holder | $1,529 | $7,915-80.7% | $9,769-84.4% | $7,344-79.2% |