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 | $72,358 | $202,318-64.2% | $172,739-58.1% | $152,861-52.7% |
| Participation rate | 61.9% | 87.1%-25.2pp | 82.6%-20.7pp | 82.4%-20.5pp |
| Annual return | 22.04% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,164 | $5,856-63.0% | $5,143-57.9% | $4,762-54.6% |
| Participant deferral / active EE | $4,661 | $5,948-21.6% | $5,198-10.3% | $5,850-20.3% |
| Admin fee / account holder | $342 | $17,109-98.0% | $13,954-97.5% | $11,596-97.0% |