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 | $49,831 | $57,281-13.0% | $86,612-42.5% | $75,163-33.7% |
| Participation rate | 53.6% | 63.2%-9.6pp | 71.7%-18.1pp | 67.2%-13.6pp |
| Annual return | 17.19% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,018 | $2,314-12.8% | $3,022-33.2% | $2,670-24.4% |
| Participant deferral / active EE | $3,251 | $3,318-2.0% | $4,438-26.7% | $4,125-21.2% |
| Admin fee / account holder | $1,879 | $4,112-54.3% | $5,614-66.5% | $5,651-66.8% |