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 | $111,286 | $60,124+85.1% | $90,404+23.1% | $79,858+39.4% |
| Participation rate | 23.9% | 65.0%-41.1pp | 72.7%-48.8pp | 69.6%-45.8pp |
| Annual return | 19.86% | 71.94%-52.1pp | 1293.02%-1273.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $620 | $2,068-70.0% | $3,262-81.0% | $2,471-74.9% |
| Participant deferral / active EE | $1,415 | $2,938-51.8% | $3,963-64.3% | $3,740-62.2% |
| Admin fee / account holder | $3,624 | $3,976-8.9% | $5,611-35.4% | $5,306-31.7% |