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 | $46,387 | $202,318-77.1% | $172,739-73.1% | $152,861-69.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 23.33% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,034 | $5,856-65.3% | $5,143-60.4% | $4,762-57.3% |
| Participant deferral / active EE | $5,235 | $5,948-12.0% | $5,198+0.7% | $5,850-10.5% |
| Admin fee / account holder | $463 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |