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 | $113,374 | $60,124+88.6% | $90,404+25.4% | $79,858+42.0% |
| Participation rate | 46.4% | 65.0%-18.6pp | 72.7%-26.3pp | 69.6%-23.2pp |
| Annual return | 16.41% | 71.94%-55.5pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,627 | $2,068-21.3% | $3,262-50.1% | $2,471-34.2% |
| Participant deferral / active EE | $2,389 | $2,938-18.7% | $3,963-39.7% | $3,740-36.1% |
| Admin fee / account holder | $3,255 | $3,976-18.1% | $5,611-42.0% | $5,306-38.6% |