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 | $46,525 | $202,318-77.0% | $172,739-73.1% | $152,861-69.6% |
| Participation rate | 38.5% | 87.1%-48.6pp | 82.6%-44.2pp | 82.4%-44.0pp |
| Annual return | 26.47% | 1029.65%-1003.2pp | 802.84%-776.4pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,513 | $5,856-74.2% | $5,143-70.6% | $4,762-68.2% |
| Participant deferral / active EE | $2,684 | $5,948-54.9% | $5,198-48.4% | $5,850-54.1% |
| Admin fee / account holder | $3,016 | $17,109-82.4% | $13,954-78.4% | $11,596-74.0% |