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 | $70,313 | $104,907-33.0% | $84,611-16.9% | $152,861-54.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 27.62% | 373.79%-346.2pp | 258.74%-231.1pp | 345.32%-317.7pp |
| Employer contribution / active EE | $963 | $3,302-70.8% | $2,652-63.7% | $4,762-79.8% |
| Participant deferral / active EE | $3,755 | $4,688-19.9% | $3,899-3.7% | $5,850-35.8% |
| Admin fee / account holder | $1,402 | $6,241-77.5% | $4,912-71.5% | $11,596-87.9% |