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 | $63,712 | $167,307-61.9% | $143,757-55.7% | $134,475-52.6% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | 95.21% | 0.46%+94.7pp | -0.04%+95.2pp | 417.96%-322.8pp |
| Employer contribution / active EE | $1,573 | $5,619-72.0% | $4,951-68.2% | $4,740-66.8% |
| Participant deferral / active EE | $3,631 | $6,446-43.7% | $5,637-35.6% | $6,400-43.3% |
| Admin fee / account holder | $591 | $18,088-96.7% | $14,673-96.0% | $11,426-94.8% |