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 | $71,252 | $126,574-43.7% | $106,213-32.9% | $145,922-51.2% |
| Participation rate | 35.7% | 77.6%-41.9pp | 75.3%-39.6pp | 80.3%-44.6pp |
| Annual return | 14.49% | 224.79%-210.3pp | 116.14%-101.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,252 | $3,730-66.4% | $3,171-60.5% | $4,660-73.1% |
| Participant deferral / active EE | $2,509 | $5,724-56.2% | $5,016-50.0% | $6,688-62.5% |
| Admin fee / account holder | $1,583 | $17,304-90.9% | $11,033-85.7% | $13,397-88.2% |