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 | $91,245 | $65,409+39.5% | $98,442-7.3% | $85,850+6.3% |
| Participation rate | 38.5% | 65.0%-26.5pp | 73.3%-34.9pp | 69.3%-30.9pp |
| Annual return | 16.46% | 21.76%-5.3pp | 1492.73%-1476.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $810 | $2,168-62.6% | $2,960-72.6% | $2,565-68.4% |
| Participant deferral / active EE | $1,491 | $3,166-52.9% | $4,276-65.1% | $3,952-62.3% |
| Admin fee / account holder | $2,381 | $4,593-48.2% | $5,949-60.0% | $6,260-62.0% |