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 | $49,351 | $102,317-51.8% | $146,958-66.4% | $80,856-39.0% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.2%-16.8pp | 67.6%-2.3pp |
| Annual return | 15.93% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,483 | $3,713-60.1% | $4,933-69.9% | $2,755-46.2% |
| Participant deferral / active EE | $5,767 | $6,644-13.2% | $8,070-28.5% | $4,296+34.3% |
| Admin fee / account holder | $301 | $7,941-96.2% | $12,998-97.7% | $6,918-95.7% |