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 | $47,253 | $34,934+35.3% | $56,411-16.2% | $74,495-36.6% |
| Participation rate | 41.3% | 32.8%+8.5pp | 52.5%-11.1pp | 67.2%-25.9pp |
| Annual return | 12.20% | 25.94%-13.7pp | 1701.33%-1689.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,721 | $609+182.6% | $1,039+65.7% | $2,623-34.4% |
| Participant deferral / active EE | $3,063 | $1,170+161.7% | $1,952+56.9% | $4,346-29.5% |
| Admin fee / account holder | $5,479 | $2,364+131.8% | $2,829+93.7% | $1,942+182.2% |