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 | $76,786 | $96,305-20.3% | $80,569-4.7% | $139,434-44.9% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 18.25% | 1350.08%-1331.8pp | 935.43%-917.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $860 | $3,262-73.6% | $2,723-68.4% | $4,751-81.9% |
| Participant deferral / active EE | $859 | $5,232-83.6% | $4,447-80.7% | $6,710-87.2% |
| Admin fee / account holder | $680 | $6,599-89.7% | $5,377-87.4% | $11,403-94.0% |