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 | $101,721 | $165,984-38.7% | $164,813-38.3% | $145,922-30.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.62% | 100.03%-80.4pp | 69.93%-50.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,932 | $5,273-63.4% | $4,341-55.5% | $4,660-58.5% |
| Participant deferral / active EE | $4,417 | $6,959-36.5% | $6,031-26.8% | $6,688-34.0% |
| Admin fee / account holder | $5,077 | $16,648-69.5% | $12,690-60.0% | $13,397-62.1% |