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 | $73,704 | $83,902-12.2% | $167,512-56.0% | $84,808-13.1% |
| Participation rate | 44.4% | 66.5%-22.0pp | 77.1%-32.6pp | 68.3%-23.9pp |
| Annual return | 14.79% | 91.55%-76.8pp | 1615.79%-1601.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $865 | $2,264-61.8% | $3,882-77.7% | $2,631-67.1% |
| Participant deferral / active EE | $3,443 | $4,442-22.5% | $6,405-46.2% | $4,212-18.2% |
| Admin fee / account holder | $15,188 | $7,915+91.9% | $9,769+55.5% | $7,344+106.8% |