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 | $44,638 | $60,124-25.8% | $90,404-50.6% | $79,858-44.1% |
| Participation rate | 67.7% | 65.0%+2.8pp | 72.7%-4.9pp | 69.6%-1.9pp |
| Annual return | 19.87% | 71.94%-52.1pp | 1293.02%-1273.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,740 | $2,068-15.8% | $3,262-46.6% | $2,471-29.6% |
| Participant deferral / active EE | $3,830 | $2,938+30.3% | $3,963-3.4% | $3,740+2.4% |
| Admin fee / account holder | $1,916 | $3,976-51.8% | $5,611-65.8% | $5,306-63.9% |