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 | $62,511 | $165,984-62.3% | $164,813-62.1% | $145,922-57.2% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.6%-13.6pp | 80.3%-15.3pp |
| Annual return | 18.44% | 100.03%-81.6pp | 69.93%-51.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,749 | $6,959-31.8% | $6,031-21.3% | $6,688-29.0% |
| Admin fee / account holder | $4,142 | $16,648-75.1% | $12,690-67.4% | $13,397-69.1% |