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 | $78,275 | $173,345-54.8% | $136,007-42.4% | $145,922-46.4% |
| Participation rate | 40.0% | 80.5%-40.5pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 13.89% | 1163.32%-1149.4pp | 579.32%-565.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,779 | $5,278-66.3% | $4,217-57.8% | $4,660-61.8% |
| Participant deferral / active EE | $8,400 | $8,699-3.4% | $7,025+19.6% | $6,688+25.6% |
| Admin fee / account holder | $2,551 | $9,954-74.4% | $6,858-62.8% | $13,397-81.0% |