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 | $47,048 | $105,998-55.6% | $92,233-49.0% | $147,584-68.1% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 15.42% | 50.05%-34.6pp | 176.28%-160.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $9,351 | $4,333+115.8% | $3,679+154.1% | $4,876+91.8% |
| Participant deferral / active EE | $4,081 | $4,478-8.9% | $3,897+4.7% | $5,439-25.0% |
| Admin fee / account holder | $13,168 | $6,332+108.0% | $5,194+153.6% | $10,885+21.0% |