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 | $41,043 | $209,411-80.4% | $178,490-77.0% | $158,922-74.2% |
| Participation rate | 36.4% | 86.3%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 14.81% | 188.75%-173.9pp | 151.07%-136.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,530 | $5,954-57.5% | $5,202-51.4% | $5,982-57.7% |
| Admin fee / account holder | $16,445 | $17,074-3.7% | $13,984+17.6% | $11,246+46.2% |