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 | $55,574 | $176,662-68.5% | $130,648-57.5% | $152,861-63.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.4%-32.4pp |
| Annual return | 21.53% | 2692.24%-2670.7pp | 1708.96%-1687.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $961 | $5,742-83.3% | $4,092-76.5% | $4,762-79.8% |
| Participant deferral / active EE | $3,892 | $4,361-10.8% | $3,603+8.0% | $5,850-33.5% |
| Admin fee / account holder | $8,777 | $7,133+23.1% | $5,464+60.6% | $11,596-24.3% |