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 | $44,312 | $83,902-47.2% | $167,512-73.5% | $84,808-47.8% |
| Participation rate | 64.5% | 66.5%-1.9pp | 77.1%-12.5pp | 68.3%-3.8pp |
| Annual return | 25.43% | 91.55%-66.1pp | 1615.79%-1590.4pp | 40.90%-15.5pp |
| Employer contribution / active EE | $2,314 | $2,264+2.2% | $3,882-40.4% | $2,631-12.1% |
| Participant deferral / active EE | $7,301 | $4,442+64.3% | $6,405+14.0% | $4,212+73.3% |
| Admin fee / account holder | $4,331 | $7,915-45.3% | $9,769-55.7% | $7,344-41.0% |