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 | $55,742 | $109,817-49.2% | $98,442-43.4% | $167,490-66.7% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 10.76% | 1956.69%-1945.9pp | 1492.73%-1482.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,244 | $3,224-61.4% | $2,960-58.0% | $4,837-74.3% |
| Participant deferral / active EE | $2,042 | $4,673-56.3% | $4,276-52.3% | $6,341-67.8% |
| Admin fee / account holder | $11,510 | $6,753+70.5% | $5,949+93.5% | $12,309-6.5% |