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 | $122,019 | $202,318-39.7% | $172,739-29.4% | $152,861-20.2% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 22.89% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,382 | $5,856-76.4% | $5,143-73.1% | $4,762-71.0% |
| Participant deferral / active EE | $2,894 | $5,948-51.3% | $5,198-44.3% | $5,850-50.5% |
| Admin fee / account holder | $2,710 | $17,109-84.2% | $13,954-80.6% | $11,596-76.6% |