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 | $76,561 | $102,317-25.2% | $146,958-47.9% | $80,856-5.3% |
| Participation rate | 67.1% | 75.8%-8.8pp | 82.2%-15.1pp | 67.6%-0.6pp |
| Annual return | 18.65% | 134.76%-116.1pp | 418.34%-399.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,828 | $3,713+3.1% | $4,933-22.4% | $2,755+39.0% |
| Participant deferral / active EE | $9,465 | $6,644+42.5% | $8,070+17.3% | $4,296+120.3% |
| Admin fee / account holder | $4,525 | $7,941-43.0% | $12,998-65.2% | $6,918-34.6% |