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 | $80,934 | $83,902-3.5% | $167,512-51.7% | $84,808-4.6% |
| Participation rate | 58.1% | 66.5%-8.3pp | 77.1%-18.9pp | 68.3%-10.2pp |
| Annual return | 15.49% | 91.55%-76.1pp | 1615.79%-1600.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,914 | $2,264-15.4% | $3,882-50.7% | $2,631-27.2% |
| Participant deferral / active EE | $4,655 | $4,442+4.8% | $6,405-27.3% | $4,212+10.5% |
| Admin fee / account holder | $14,897 | $7,915+88.2% | $9,769+52.5% | $7,344+102.9% |