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 | $64,830 | $58,208+11.4% | $81,812-20.8% | $80,856-19.8% |
| Participation rate | 15.9% | 63.4%-47.5pp | 72.3%-56.4pp | 67.6%-51.7pp |
| Annual return | 15.71% | 41.66%-25.9pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $555 | $2,340-76.3% | $2,912-81.0% | $2,755-79.9% |
| Participant deferral / active EE | $971 | $3,281-70.4% | $4,319-77.5% | $4,296-77.4% |
| Admin fee / account holder | $4,327 | $4,981-13.1% | $7,386-41.4% | $6,918-37.4% |