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 | $44,505 | $85,766-48.1% | $136,294-67.3% | $70,131-36.5% |
| Participation rate | 63.2% | 74.2%-11.0pp | 81.9%-18.8pp | 69.5%-6.4pp |
| Annual return | 87.69% | 31.45%+56.2pp | 5155.94%-5068.2pp | 73.14%+14.6pp |
| Employer contribution / active EE | $612 | $2,966-79.4% | $4,695-87.0% | $2,342-73.9% |
| Participant deferral / active EE | $4,454 | $5,051-11.8% | $6,247-28.7% | $3,332+33.7% |
| Admin fee / account holder | $881 | $5,420-83.8% | $9,243-90.5% | $4,645-81.0% |