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 | $52,353 | $106,890-51.0% | $84,015-37.7% | $152,861-65.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 31.77% | 104.99%-73.2pp | 71.31%-39.5pp | 345.32%-313.5pp |
| Employer contribution / active EE | $10,118 | $2,734+270.0% | $1,983+410.1% | $4,762+112.5% |
| Participant deferral / active EE | $2,332 | $4,011-41.9% | $3,239-28.0% | $5,850-60.1% |
| Admin fee / account holder | $6,132 | $8,285-26.0% | $6,101+0.5% | $11,596-47.1% |