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 | $96,730 | $83,902+15.3% | $167,512-42.3% | $84,808+14.1% |
| Participation rate | 61.8% | 66.5%-4.7pp | 77.1%-15.3pp | 68.3%-6.5pp |
| Annual return | 15.74% | 91.55%-75.8pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,023 | $2,264-10.6% | $3,882-47.9% | $2,631-23.1% |
| Participant deferral / active EE | $3,619 | $4,442-18.5% | $6,405-43.5% | $4,212-14.1% |
| Admin fee / account holder | $4,509 | $7,915-43.0% | $9,769-53.8% | $7,344-38.6% |