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 | $74,352 | $60,124+23.7% | $90,404-17.8% | $79,858-6.9% |
| Participation rate | 50.6% | 65.0%-14.4pp | 72.7%-22.1pp | 69.6%-19.1pp |
| Annual return | 18.18% | 71.94%-53.8pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $919 | $2,068-55.5% | $3,262-71.8% | $2,471-62.8% |
| Participant deferral / active EE | $2,270 | $2,938-22.7% | $3,963-42.7% | $3,740-39.3% |
| Admin fee / account holder | $1,367 | $3,976-65.6% | $5,611-75.6% | $5,306-74.2% |