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 | $43,151 | $55,415-22.1% | $155,509-72.3% | $74,495-42.1% |
| Participation rate | 64.1% | 61.9%+2.2pp | 78.2%-14.1pp | 67.2%-3.1pp |
| Annual return | 25.05% | 268.50%-243.4pp | 64.67%-39.6pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $1,986 | $2,267-12.4% | $4,672-57.5% | $2,623-24.3% |
| Participant deferral / active EE | $4,233 | $2,836+49.3% | $5,626-24.8% | $4,346-2.6% |
| Admin fee / account holder | $3,473 | $1,738+99.8% | $15,912-78.2% | $1,942+78.9% |