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 | $50,193 | $60,124-16.5% | $90,404-44.5% | $79,858-37.1% |
| Participation rate | 61.9% | 65.0%-3.1pp | 72.7%-10.8pp | 69.6%-7.8pp |
| Annual return | 13.93% | 71.94%-58.0pp | 1293.02%-1279.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,541 | $2,068-25.5% | $3,262-52.8% | $2,471-37.6% |
| Participant deferral / active EE | $2,788 | $2,938-5.1% | $3,963-29.7% | $3,740-25.5% |
| Admin fee / account holder | $4,548 | $3,976+14.4% | $5,611-18.9% | $5,306-14.3% |