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 | $102,725 | $60,124+70.9% | $90,404+13.6% | $79,858+28.6% |
| Participation rate | 61.3% | 65.0%-3.7pp | 72.7%-11.4pp | 69.6%-8.3pp |
| Annual return | 13.57% | 71.94%-58.4pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,360 | $2,068-34.2% | $3,262-58.3% | $2,471-45.0% |
| Participant deferral / active EE | $3,172 | $2,938+8.0% | $3,963-20.0% | $3,740-15.2% |
| Admin fee / account holder | $1,640 | $3,976-58.8% | $5,611-70.8% | $5,306-69.1% |