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 | $76,368 | $110,809-31.1% | $86,874-12.1% | $167,490-54.4% |
| Participation rate | 62.5% | 75.8%-13.3pp | 71.6%-9.1pp | 82.1%-19.6pp |
| Annual return | 20.62% | 116.98%-96.4pp | 63.52%-42.9pp | 478.56%-457.9pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,104 | $4,546-53.7% | $3,699-43.1% | $6,341-66.8% |
| Admin fee / account holder | $3,125 | $8,415-62.9% | $5,828-46.4% | $12,309-74.6% |