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 | $104,447 | $83,902+24.5% | $167,512-37.6% | $84,808+23.2% |
| Participation rate | 52.0% | 66.5%-14.5pp | 77.1%-25.1pp | 68.3%-16.3pp |
| Annual return | 17.09% | 91.55%-74.5pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,818 | $2,264-19.7% | $3,882-53.2% | $2,631-30.9% |
| Participant deferral / active EE | $3,542 | $4,442-20.3% | $6,405-44.7% | $4,212-15.9% |
| Admin fee / account holder | $3,706 | $7,915-53.2% | $9,769-62.1% | $7,344-49.5% |