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 | $122,464 | $209,411-41.5% | $178,490-31.4% | $158,922-22.9% |
| Participation rate | 54.5% | 86.3%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 10.40% | 188.75%-178.3pp | 151.07%-140.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,776 | $5,706-68.9% | $5,011-64.6% | $4,761-62.7% |
| Participant deferral / active EE | $4,369 | $5,954-26.6% | $5,202-16.0% | $5,982-27.0% |
| Admin fee / account holder | $500 | $17,074-97.1% | $13,984-96.4% | $11,246-95.6% |