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 | $43,668 | $105,181-58.5% | $159,436-72.6% | $85,850-49.1% |
| Participation rate | 69.6% | 75.8%-6.1pp | 82.8%-13.2pp | 69.3%+0.3pp |
| Annual return | 20.75% | 45.07%-24.3pp | 263.57%-242.8pp | 318.53%-297.8pp |
| Employer contribution / active EE | $3,056 | $3,318-7.9% | $4,829-36.7% | $2,565+19.1% |
| Participant deferral / active EE | $6,453 | $5,945+8.5% | $7,352-12.2% | $3,952+63.3% |
| Admin fee / account holder | $2,218 | $6,933-68.0% | $10,799-79.5% | $6,260-64.6% |