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 | $93,592 | $100,852-7.2% | $90,404+3.5% | $158,922-41.1% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.7%-16.4pp | 82.0%-25.7pp |
| Annual return | 14.54% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $485 | $3,689-86.9% | $3,262-85.1% | $4,761-89.8% |
| Participant deferral / active EE | $4,023 | $4,348-7.5% | $3,963+1.5% | $5,982-32.7% |
| Admin fee / account holder | $409 | $6,501-93.7% | $5,611-92.7% | $11,246-96.4% |