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 | $49,993 | $106,890-53.2% | $84,015-40.5% | $152,861-67.3% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.4%-17.7pp |
| Annual return | 15.91% | 104.99%-89.1pp | 71.31%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,084 | $2,734-60.3% | $1,983-45.3% | $4,762-77.2% |
| Participant deferral / active EE | $3,618 | $4,011-9.8% | $3,239+11.7% | $5,850-38.2% |
| Admin fee / account holder | $1,966 | $8,285-76.3% | $6,101-67.8% | $11,596-83.0% |