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 | $85,394 | $226,064-62.2% | $182,532-53.2% | $152,861-44.1% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.0%-36.3pp | 82.4%-40.8pp |
| Annual return | 18.15% | 192.51%-174.4pp | 148.54%-130.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,428 | $6,368-46.2% | $5,524-37.9% | $5,850-41.4% |
| Admin fee / account holder | $609 | $10,703-94.3% | $8,592-92.9% | $11,596-94.8% |