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 | $72,640 | $104,486-30.5% | $76,817-5.4% | $152,861-52.5% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.4%-15.8pp |
| Annual return | 24.37% | 1013.37%-989.0pp | 1166.11%-1141.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,237 | $3,116-60.3% | $2,302-46.3% | $4,762-74.0% |
| Participant deferral / active EE | $5,292 | $4,236+24.9% | $3,336+58.6% | $5,850-9.5% |
| Admin fee / account holder | $8,935 | $12,275-27.2% | $6,420+39.2% | $11,596-23.0% |