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 | $69,825 | $54,517+28.1% | $75,972-8.1% | $74,495-6.3% |
| Participation rate | 39.4% | 60.3%-20.9pp | 69.1%-29.7pp | 67.2%-27.8pp |
| Annual return | 15.53% | 31.82%-16.3pp | 359.55%-344.0pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $671 | $1,777-62.2% | $2,685-75.0% | $2,623-74.4% |
| Participant deferral / active EE | $1,800 | $3,066-41.3% | $4,255-57.7% | $4,346-58.6% |
| Admin fee / account holder | $4,666 | $2,229+109.4% | $6,467-27.8% | $1,942+140.3% |