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 | $78,698 | $53,516+47.1% | $126,539-37.8% | $84,808-7.2% |
| Participation rate | 50.0% | 58.2%-8.2pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 15.02% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $574 | $1,535-62.6% | $3,674-84.4% | $2,631-78.2% |
| Participant deferral / active EE | $2,000 | $2,671-25.1% | $4,083-51.0% | $4,212-52.5% |
| Admin fee / account holder | $1,233 | $4,497-72.6% | $6,065-79.7% | $7,344-83.2% |