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 | $79,493 | $85,202-6.7% | $172,739-54.0% | $72,985+8.9% |
| Participation rate | 60.7% | 70.1%-9.3pp | 82.6%-21.9pp | 69.5%-8.8pp |
| Annual return | 20.62% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,197 | $3,324+26.2% | $5,143-18.4% | $2,440+72.0% |
| Participant deferral / active EE | $4,648 | $3,260+42.6% | $5,198-10.6% | $3,607+28.8% |
| Admin fee / account holder | $1,839 | $5,884-68.8% | $13,954-86.8% | $5,124-64.1% |