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 | $65,261 | $65,409-0.2% | $98,442-33.7% | $85,850-24.0% |
| Participation rate | 63.2% | 65.0%-1.8pp | 73.3%-10.1pp | 69.3%-6.1pp |
| Annual return | 14.14% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $486 | $2,168-77.6% | $2,960-83.6% | $2,565-81.0% |
| Participant deferral / active EE | $3,190 | $3,166+0.8% | $4,276-25.4% | $3,952-19.3% |
| Admin fee / account holder | $8,069 | $4,593+75.7% | $5,949+35.6% | $6,260+28.9% |