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 | $81,133 | $105,998-23.5% | $92,233-12.0% | $147,584-45.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 10.63% | 50.05%-39.4pp | 176.28%-165.7pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,130 | $4,333-73.9% | $3,679-69.3% | $4,876-76.8% |
| Participant deferral / active EE | $2,978 | $4,478-33.5% | $3,897-23.6% | $5,439-45.3% |
| Admin fee / account holder | $9,742 | $6,332+53.8% | $5,194+87.6% | $10,885-10.5% |