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 | $40,804 | $60,124-32.1% | $90,404-54.9% | $79,858-48.9% |
| Participation rate | 67.9% | 65.0%+2.9pp | 72.7%-4.8pp | 69.6%-1.7pp |
| Annual return | 18.98% | 71.94%-53.0pp | 1293.02%-1274.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $591 | $2,068-71.4% | $3,262-81.9% | $2,471-76.1% |
| Participant deferral / active EE | $2,701 | $2,938-8.1% | $3,963-31.9% | $3,740-27.8% |
| Admin fee / account holder | $2,719 | $3,976-31.6% | $5,611-51.5% | $5,306-48.8% |