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 | $77,727 | $109,982-29.3% | $97,226-20.1% | $145,922-46.7% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.1pp | 80.3%-16.6pp |
| Annual return | 8.67% | 242.90%-234.2pp | 75.13%-66.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,529 | $3,084-50.4% | $2,729-44.0% | $4,660-67.2% |
| Participant deferral / active EE | $4,470 | $4,676-4.4% | $4,264+4.8% | $6,688-33.2% |
| Admin fee / account holder | $813 | $6,221-86.9% | $5,654-85.6% | $13,397-93.9% |