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 | $63,568 | $185,200-65.7% | $142,863-55.5% | $167,490-62.0% |
| Participation rate | 57.1% | 78.4%-21.3pp | 71.9%-14.8pp | 82.1%-25.0pp |
| Annual return | 15.01% | 8555.70%-8540.7pp | 5637.54%-5622.5pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,507 | $5,604-73.1% | $4,144-63.6% | $4,837-68.8% |
| Participant deferral / active EE | $8,163 | $4,494+81.6% | $3,837+112.7% | $6,341+28.7% |
| Admin fee / account holder | $1,308 | $8,031-83.7% | $6,560-80.1% | $12,309-89.4% |