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 | $83,408 | $102,317-18.5% | $146,958-43.2% | $80,856+3.2% |
| Participation rate | 68.4% | 75.8%-7.5pp | 82.2%-13.8pp | 67.6%+0.7pp |
| Annual return | 13.10% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,336 | $3,713-64.0% | $4,933-72.9% | $2,755-51.5% |
| Participant deferral / active EE | $7,781 | $6,644+17.1% | $8,070-3.6% | $4,296+81.1% |
| Admin fee / account holder | $5,328 | $7,941-32.9% | $12,998-59.0% | $6,918-23.0% |