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 | $58,054 | $96,305-39.7% | $80,569-27.9% | $139,434-58.4% |
| Participation rate | 57.9% | 73.6%-15.7pp | 67.0%-9.1pp | 80.3%-22.4pp |
| Annual return | 18.39% | 1350.08%-1331.7pp | 935.43%-917.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,356 | $3,262-27.8% | $2,723-13.5% | $4,751-50.4% |
| Participant deferral / active EE | $3,657 | $5,232-30.1% | $4,447-17.8% | $6,710-45.5% |
| Admin fee / account holder | $1,537 | $6,599-76.7% | $5,377-71.4% | $11,403-86.5% |