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 | $45,756 | $102,317-55.3% | $146,958-68.9% | $80,856-43.4% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.2%-13.8pp | 67.6%+0.7pp |
| Annual return | 19.76% | 134.76%-115.0pp | 418.34%-398.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $2,882 | $3,713-22.4% | $4,933-41.6% | $2,755+4.6% |
| Participant deferral / active EE | $8,770 | $6,644+32.0% | $8,070+8.7% | $4,296+104.2% |
| Admin fee / account holder | $18,258 | $7,941+129.9% | $12,998+40.5% | $6,918+163.9% |