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 | $105,832 | $150,187-29.5% | $120,354-12.1% | $145,922-27.5% |
| Participation rate | 61.1% | 78.8%-17.6pp | 71.9%-10.8pp | 80.3%-19.2pp |
| Annual return | 16.74% | 154.07%-137.3pp | 107.15%-90.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,233 | $4,348-48.6% | $3,463-35.5% | $4,660-52.1% |
| Participant deferral / active EE | $3,429 | $6,173-44.5% | $4,991-31.3% | $6,688-48.7% |
| Admin fee / account holder | $1,649 | $12,207-86.5% | $9,423-82.5% | $13,397-87.7% |