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 | $35,427 | $98,750-64.1% | $149,696-76.3% | $79,858-55.6% |
| Participation rate | 44.9% | 75.8%-30.9pp | 82.5%-37.6pp | 69.6%-24.8pp |
| Annual return | 67.49% | 27.43%+40.1pp | 276.60%-209.1pp | 31.71%+35.8pp |
| Employer contribution / active EE | $2,132 | $3,216-33.7% | $4,644-54.1% | $2,471-13.7% |
| Participant deferral / active EE | $4,226 | $5,680-25.6% | $6,842-38.2% | $3,740+13.0% |
| Admin fee / account holder | $1,772 | $6,053-70.7% | $9,309-81.0% | $5,306-66.6% |