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 | $69,768 | $65,409+6.7% | $98,442-29.1% | $85,850-18.7% |
| Participation rate | 22.0% | 65.0%-43.0pp | 73.3%-51.4pp | 69.3%-47.4pp |
| Annual return | 20.42% | 21.76%-1.3pp | 1492.73%-1472.3pp | 318.53%-298.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,237 | $3,166-60.9% | $4,276-71.1% | $3,952-68.7% |
| Admin fee / account holder | $2,071 | $4,593-54.9% | $5,949-65.2% | $6,260-66.9% |