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 | $81,868 | $57,281+42.9% | $86,612-5.5% | $75,163+8.9% |
| Participation rate | 48.3% | 63.2%-14.9pp | 71.7%-23.4pp | 67.2%-18.9pp |
| Annual return | 15.91% | 2670.75%-2654.8pp | 591.07%-575.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $837 | $2,314-63.8% | $3,022-72.3% | $2,670-68.6% |
| Participant deferral / active EE | $2,665 | $3,318-19.7% | $4,438-40.0% | $4,125-35.4% |
| Admin fee / account holder | $1,684 | $4,112-59.1% | $5,614-70.0% | $5,651-70.2% |