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 | $48,101 | $55,415-13.2% | $155,509-69.1% | $74,495-35.4% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 20.37% | 268.50%-248.1pp | 64.67%-44.3pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $618 | $2,267-72.7% | $4,672-86.8% | $2,623-76.4% |
| Participant deferral / active EE | $1,117 | $2,836-60.6% | $5,626-80.1% | $4,346-74.3% |
| Admin fee / account holder | $3,422 | $1,738+96.9% | $15,912-78.5% | $1,942+76.3% |