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 | $107,940 | $202,318-46.6% | $172,739-37.5% | $152,861-29.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 23.89% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,429 | $5,856-75.6% | $5,143-72.2% | $4,762-70.0% |
| Participant deferral / active EE | $5,262 | $5,948-11.5% | $5,198+1.2% | $5,850-10.0% |
| Admin fee / account holder | $1,375 | $17,109-92.0% | $13,954-90.1% | $11,596-88.1% |