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 | $67,520 | $96,635-30.1% | $86,612-22.0% | $139,434-51.6% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 19.30% | 106.41%-87.1pp | 591.07%-571.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,415 | $3,263-26.0% | $3,022-20.1% | $4,751-49.2% |
| Participant deferral / active EE | $7,648 | $4,836+58.2% | $4,438+72.3% | $6,710+14.0% |
| Admin fee / account holder | $2,117 | $6,408-67.0% | $5,614-62.3% | $11,403-81.4% |