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 | $55,269 | $102,317-46.0% | $146,958-62.4% | $80,856-31.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 21.12% | 134.76%-113.6pp | 418.34%-397.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $1,705 | $3,713-54.1% | $4,933-65.4% | $2,755-38.1% |
| Participant deferral / active EE | $7,706 | $6,644+16.0% | $8,070-4.5% | $4,296+79.4% |
| Admin fee / account holder | $4,423 | $7,941-44.3% | $12,998-66.0% | $6,918-36.1% |