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 | $70,842 | $102,317-30.8% | $146,958-51.8% | $80,856-12.4% |
| Participation rate | 67.7% | 75.8%-8.1pp | 82.2%-14.4pp | 67.6%+0.1pp |
| Annual return | 16.70% | 134.76%-118.1pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,834 | $3,713-50.6% | $4,933-62.8% | $2,755-33.4% |
| Participant deferral / active EE | $7,593 | $6,644+14.3% | $8,070-5.9% | $4,296+76.7% |
| Admin fee / account holder | $816 | $7,941-89.7% | $12,998-93.7% | $6,918-88.2% |