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 | $61,217 | $150,187-59.2% | $120,354-49.1% | $145,922-58.0% |
| Participation rate | 54.5% | 78.8%-24.2pp | 71.9%-17.4pp | 80.3%-25.7pp |
| Annual return | 12.14% | 154.07%-141.9pp | 107.15%-95.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,083 | $4,348-52.1% | $3,463-39.8% | $4,660-55.3% |
| Participant deferral / active EE | $1,808 | $6,173-70.7% | $4,991-63.8% | $6,688-73.0% |
| Admin fee / account holder | $1,618 | $12,207-86.7% | $9,423-82.8% | $13,397-87.9% |