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 | $58,236 | $157,256-63.0% | $141,162-58.7% | $152,861-61.9% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.4%-26.2pp |
| Annual return | 67.40% | 64.32%+3.1pp | 71.39%-4.0pp | 345.32%-277.9pp |
| Employer contribution / active EE | $1,369 | $5,261-74.0% | $4,735-71.1% | $4,762-71.3% |
| Participant deferral / active EE | $7,241 | $7,109+1.9% | $6,709+7.9% | $5,850+23.8% |
| Admin fee / account holder | $14,812 | $12,120+22.2% | $10,261+44.4% | $11,596+27.7% |