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 | $88,321 | $100,852-12.4% | $90,404-2.3% | $158,922-44.4% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 9.36% | 1724.20%-1714.8pp | 1293.02%-1283.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,678 | $3,689-54.5% | $3,262-48.5% | $4,761-64.7% |
| Participant deferral / active EE | $3,657 | $4,348-15.9% | $3,963-7.7% | $5,982-38.9% |
| Admin fee / account holder | $2,837 | $6,501-56.4% | $5,611-49.4% | $11,246-74.8% |