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 | $29,515 | $83,902-64.8% | $167,512-82.4% | $84,808-65.2% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.1%-17.1pp | 68.3%-8.3pp |
| Annual return | 27.65% | 91.55%-63.9pp | 1615.79%-1588.1pp | 40.90%-13.2pp |
| Employer contribution / active EE | $2,900 | $2,264+28.1% | $3,882-25.3% | $2,631+10.2% |
| Participant deferral / active EE | $6,650 | $4,442+49.7% | $6,405+3.8% | $4,212+57.9% |
| Admin fee / account holder | $1,694 | $7,915-78.6% | $9,769-82.7% | $7,344-76.9% |