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 | $63,822 | $59,417+7.4% | $93,606-31.8% | $74,495-14.3% |
| Participation rate | 33.0% | 59.7%-26.6pp | 68.7%-35.7pp | 67.2%-34.2pp |
| Annual return | 11.41% | 81.83%-70.4pp | 133.20%-121.8pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,261 | $3,050-25.9% | $4,411-48.7% | $4,346-48.0% |
| Admin fee / account holder | $7,145 | $3,021+136.5% | $8,285-13.8% | $1,942+268.0% |