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 | $55,843 | $60,124-7.1% | $90,404-38.2% | $79,858-30.1% |
| Participation rate | 48.9% | 65.0%-16.1pp | 72.7%-23.8pp | 69.6%-20.7pp |
| Annual return | 14.04% | 71.94%-57.9pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,389 | $2,068+15.5% | $3,262-26.8% | $2,471-3.3% |
| Participant deferral / active EE | $1,150 | $2,938-60.9% | $3,963-71.0% | $3,740-69.3% |
| Admin fee / account holder | $5,712 | $3,976+43.6% | $5,611+1.8% | $5,306+7.6% |