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 7-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 | $72,737 | $96,305-24.5% | $80,569-9.7% | $139,434-47.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 14.55% | 1350.08%-1335.5pp | 935.43%-920.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,325 | $3,262-28.7% | $2,723-14.6% | $4,751-51.1% |
| Participant deferral / active EE | $3,744 | $5,232-28.4% | $4,447-15.8% | $6,710-44.2% |
| Admin fee / account holder | $4,528 | $6,599-31.4% | $5,377-15.8% | $11,403-60.3% |