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 | $89,125 | $109,982-19.0% | $97,226-8.3% | $145,922-38.9% |
| Participation rate | 59.1% | 75.9%-16.9pp | 72.7%-13.6pp | 80.3%-21.2pp |
| Annual return | 9.12% | 242.90%-233.8pp | 75.13%-66.0pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,705 | $3,084-44.7% | $2,729-37.5% | $4,660-63.4% |
| Participant deferral / active EE | $2,283 | $4,676-51.2% | $4,264-46.4% | $6,688-65.9% |
| Admin fee / account holder | $6,837 | $6,221+9.9% | $5,654+20.9% | $13,397-49.0% |