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 | $56,246 | $99,957-43.7% | $149,696-62.4% | $73,488-23.5% |
| Participation rate | 57.7% | 75.7%-18.0pp | 82.5%-24.8pp | 70.7%-13.0pp |
| Annual return | 23.01% | 53.87%-30.9pp | 276.60%-253.6pp | 28.51%-5.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,696 | $6,073+59.7% | $6,842+41.7% | $3,740+159.3% |
| Admin fee / account holder | $10,564 | $551+1818.2% | $9,309+13.5% | $513+1958.9% |