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 | $70,919 | $83,902-15.5% | $167,512-57.7% | $84,808-16.4% |
| Participation rate | 62.5% | 66.5%-4.0pp | 77.1%-14.6pp | 68.3%-5.8pp |
| Annual return | 15.71% | 91.55%-75.8pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,872 | $2,264-17.3% | $3,882-51.8% | $2,631-28.8% |
| Participant deferral / active EE | $2,798 | $4,442-37.0% | $6,405-56.3% | $4,212-33.6% |
| Admin fee / account holder | $4,029 | $7,915-49.1% | $9,769-58.8% | $7,344-45.1% |