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 | $103,667 | $209,411-50.5% | $178,490-41.9% | $158,922-34.8% |
| Participation rate | 27.3% | 86.3%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | 6.75% | 188.75%-182.0pp | 151.07%-144.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,421 | $5,706-75.1% | $5,011-71.6% | $4,761-70.1% |
| Participant deferral / active EE | $3,818 | $5,954-35.9% | $5,202-26.6% | $5,982-36.2% |
| Admin fee / account holder | $581 | $17,074-96.6% | $13,984-95.8% | $11,246-94.8% |