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 | $85,252 | $202,318-57.9% | $172,739-50.6% | $152,861-44.2% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.4%-36.3pp |
| Annual return | 19.20% | 1029.65%-1010.5pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,513 | $5,856-74.2% | $5,143-70.6% | $4,762-68.2% |
| Participant deferral / active EE | $3,654 | $5,948-38.6% | $5,198-29.7% | $5,850-37.5% |
| Admin fee / account holder | $7,668 | $17,109-55.2% | $13,954-45.0% | $11,596-33.9% |