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 | $51,703 | $63,346-18.4% | $92,233-43.9% | $70,131-26.3% |
| Participation rate | 50.8% | 68.7%-17.9pp | 76.5%-25.7pp | 69.5%-18.7pp |
| Annual return | 25.46% | 530.12%-504.7pp | 176.28%-150.8pp | 73.14%-47.7pp |
| Employer contribution / active EE | $4,872 | $2,471+97.1% | $3,679+32.4% | $2,342+108.0% |
| Participant deferral / active EE | $9,780 | $2,854+242.7% | $3,897+151.0% | $3,332+193.6% |
| Admin fee / account holder | $2,995 | $3,840-22.0% | $5,194-42.3% | $4,645-35.5% |