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 | $81,748 | $57,281+42.7% | $86,612-5.6% | $75,163+8.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 71.7%-38.4pp | 67.2%-33.9pp |
| Annual return | 23.41% | 2670.75%-2647.3pp | 591.07%-567.7pp | 160.62%-137.2pp |
| Employer contribution / active EE | $929 | $2,314-59.9% | $3,022-69.3% | $2,670-65.2% |
| Participant deferral / active EE | $1,749 | $3,318-47.3% | $4,438-60.6% | $4,125-57.6% |
| Admin fee / account holder | $1,430 | $4,112-65.2% | $5,614-74.5% | $5,651-74.7% |