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 | $63,828 | $99,652-35.9% | $78,778-19.0% | $147,584-56.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 7.79% | 47.28%-39.5pp | 35.62%-27.8pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,119 | $2,796-60.0% | $1,986-43.7% | $4,876-77.1% |
| Participant deferral / active EE | $3,472 | $3,664-5.2% | $2,958+17.4% | $5,439-36.2% |
| Admin fee / account holder | $148,588 | $7,155+1976.6% | $5,134+2794.3% | $10,885+1265.0% |