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 | $63,244 | $68,346-7.5% | $94,646-33.2% | $75,163-15.9% |
| Participation rate | 53.8% | 76.1%-22.3pp | 80.8%-27.0pp | 67.2%-13.3pp |
| Annual return | 26.61% | 616.93%-590.3pp | 156.71%-130.1pp | 160.62%-134.0pp |
| Employer contribution / active EE | $1,844 | $2,701-31.7% | $3,672-49.8% | $2,670-30.9% |
| Participant deferral / active EE | $5,116 | $6,537-21.7% | $7,418-31.0% | $4,125+24.0% |
| Admin fee / account holder | $910 | $5,326-82.9% | $7,231-87.4% | $5,651-83.9% |