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 | $30,644 | $78,705-61.1% | $117,854-74.0% | $70,131-56.3% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 85.15% | 23.30%+61.9pp | 335.08%-249.9pp | 73.14%+12.0pp |
| Employer contribution / active EE | $2,440 | $2,223+9.7% | $3,786-35.6% | $2,342+4.2% |
| Participant deferral / active EE | $5,084 | $3,297+54.2% | $4,482+13.4% | $3,332+52.6% |
| Admin fee / account holder | $8,393 | $5,065+65.7% | $8,020+4.7% | $4,645+80.7% |