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 | $63,150 | $129,217-51.1% | $93,406-32.4% | $158,922-60.3% |
| Participation rate | 55.6% | 71.0%-15.4pp | 66.8%-11.3pp | 82.0%-26.4pp |
| Annual return | 14.57% | 118.21%-103.6pp | 78.05%-63.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,587 | $3,909-59.4% | $3,126-49.2% | $5,982-73.5% |
| Admin fee / account holder | $678 | $7,383-90.8% | $5,230-87.0% | $11,246-94.0% |