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 | $64,039 | $144,119-55.6% | $117,854-45.7% | $147,584-56.6% |
| Participation rate | 41.7% | 83.4%-41.8pp | 79.7%-38.0pp | 82.8%-41.2pp |
| Annual return | 24.05% | 531.15%-507.1pp | 335.08%-311.0pp | 578.55%-554.5pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,698 | $5,316-68.0% | $4,482-62.1% | $5,439-68.8% |
| Admin fee / account holder | $5,203 | $10,886-52.2% | $8,020-35.1% | $10,885-52.2% |