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 | $67,842 | $124,185-45.4% | $108,410-37.4% | $167,490-59.5% |
| Participation rate | 58.3% | 82.3%-23.9pp | 80.1%-21.8pp | 82.1%-23.8pp |
| Annual return | 16.04% | 1379.64%-1363.6pp | 905.27%-889.2pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,582 | $4,187-38.3% | $3,558-27.4% | $4,837-46.6% |
| Participant deferral / active EE | $8,455 | $6,908+22.4% | $6,563+28.8% | $6,341+33.3% |
| Admin fee / account holder | $1,637 | $9,455-82.7% | $7,295-77.6% | $12,309-86.7% |