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 | $68,240 | $30,400+124.5% | $53,898+26.6% | $84,808-19.5% |
| Participation rate | 21.7% | 46.4%-24.7pp | 55.0%-33.2pp | 68.3%-46.6pp |
| Annual return | 16.74% | 500.19%-483.4pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $257 | $603-57.4% | $932-72.4% | $2,631-90.2% |
| Participant deferral / active EE | $969 | $1,199-19.2% | $1,826-47.0% | $4,212-77.0% |
| Admin fee / account holder | $461 | $1,993-76.9% | $2,491-81.5% | $7,344-93.7% |