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 | $61,739 | $70,756-12.7% | $65,493-5.7% | $142,382-56.6% |
| Participation rate | 57.1% | 77.4%-20.2pp | 73.1%-16.0pp | 80.1%-23.0pp |
| Annual return | 14.37% | 1754.89%-1740.5pp | 982.45%-968.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,020 | $2,881-64.6% | $2,574-60.4% | $4,299-76.3% |
| Participant deferral / active EE | $1,168 | $4,637-74.8% | $3,961-70.5% | $6,507-82.1% |
| Admin fee / account holder | $5,803 | $6,559-11.5% | $5,028+15.4% | $12,624-54.0% |