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 | $83,246 | $209,411-60.2% | $178,490-53.4% | $158,922-47.6% |
| Participation rate | 52.4% | 86.3%-34.0pp | 81.9%-29.5pp | 82.0%-29.6pp |
| Annual return | 12.96% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,915 | $5,954-51.0% | $5,202-44.0% | $5,982-51.3% |
| Admin fee / account holder | $2,113 | $17,074-87.6% | $13,984-84.9% | $11,246-81.2% |