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 | $54,502 | $105,181-48.2% | $159,436-65.8% | $85,850-36.5% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 50.42% | 45.07%+5.3pp | 263.57%-213.1pp | 318.53%-268.1pp |
| Employer contribution / active EE | $2,043 | $3,318-38.4% | $4,829-57.7% | $2,565-20.4% |
| Participant deferral / active EE | $5,942 | $5,9450% | $7,352-19.2% | $3,952+50.4% |
| Admin fee / account holder | $404 | $6,933-94.2% | $10,799-96.3% | $6,260-93.5% |