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 7-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 | $54,212 | $102,317-47.0% | $146,958-63.1% | $80,856-33.0% |
| Participation rate | 68.9% | 75.8%-7.0pp | 82.2%-13.3pp | 67.6%+1.2pp |
| Annual return | 12.21% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,854 | $3,713-50.1% | $4,933-62.4% | $2,755-32.7% |
| Participant deferral / active EE | $4,836 | $6,644-27.2% | $8,070-40.1% | $4,296+12.6% |
| Admin fee / account holder | $4,096 | $7,941-48.4% | $12,998-68.5% | $6,918-40.8% |