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 | $59,515 | $60,124-1.0% | $90,404-34.2% | $79,858-25.5% |
| Participation rate | 68.0% | 65.0%+3.0pp | 72.7%-4.7pp | 69.6%-1.6pp |
| Annual return | 17.69% | 71.94%-54.3pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $314 | $2,068-84.8% | $3,262-90.4% | $2,471-87.3% |
| Participant deferral / active EE | $1,458 | $2,938-50.4% | $3,963-63.2% | $3,740-61.0% |
| Admin fee / account holder | $6,773 | $3,976+70.3% | $5,611+20.7% | $5,306+27.6% |