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 | $93,221 | $102,317-8.9% | $146,958-36.6% | $80,856+15.3% |
| Participation rate | 55.3% | 75.8%-20.5pp | 82.2%-26.8pp | 67.6%-12.3pp |
| Annual return | 13.77% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,160 | $3,713-68.8% | $4,933-76.5% | $2,755-57.9% |
| Participant deferral / active EE | $4,963 | $6,644-25.3% | $8,070-38.5% | $4,296+15.5% |
| Admin fee / account holder | $6,903 | $7,941-13.1% | $12,998-46.9% | $6,918-0.2% |